Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Norman Ray is a financial advisor with over 30 years of experience in the industry. Anthony currently works at J. W. Cole Advisors, Inc. in Tampa, Florida. Anthony has held positions at various firms throughout his career, including Financial Advisers of America, LLC, Centaurus Financial, Inc., Mutual Service Corporation, Morgan Stanley DW Inc., and Everen Securities, Inc.. Anthony has a strong background in portfolio management and financial planning. He is dedicated to providing customized financial solutions to meet the unique needs of each of his clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
05/10/2013 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
CA
11/22/2010 - 05/10/2013
FINANCIAL ADVISERS OF AMERICA, LLC (SANTA MARIA CA)
CA
01/25/2005 - 11/24/2010
CENTAURUS FINANCIAL, INC. (SANTA MARIA CA)
MA
03/01/2002 - 01/21/2005
MUTUAL SERVICE CORPORATION (BOSTON MA)
NY
05/20/1997 - 03/08/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
09/04/1990 - 04/28/1997
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
05/19/1987 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
12/06/1984 - 05/29/1987
DEAN WITTER REYNOLDS INC.
NA
10/26/1984 - 12/18/1984
TITAN CAPITAL CORPORATION
BC
Issued 03/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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