Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Parrish is a financial advisor with over 10 years of experience in the financial services industry. Anthony is a Certified Financial Planner™ professional and holds the Series 7, Series 66, and SIE licenses. He is currently registered with Wealth Enhancement Advisory Services, LLC and has previously held positions with KESTRA INVESTMENT SERVICES, LLC and LPL FINANCIAL LLC. Anthony specializes in financial planning, portfolio management, and pension consulting for individuals, businesses, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
08/31/2017 - Present
Wealth Enhancement Advisory Services, LLC (BAXTER MN)
MN
03/14/2017 - 07/26/2017
KESTRA INVESTMENT SERVICES, LLC (WOODBURY MN)
MN
07/10/2015 - 03/13/2017
LPL FINANCIAL LLC (ARDEN HILLS MN)
MN
07/16/2015 - 03/01/2017
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
BOTH
Issued 08/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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