Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Ohlhaut is a registered representative and investment advisor representative with Fidelity Personal And Workplace Advisors. Anthony has been in the securities industry for 10 years. Anthony's firm manages $1 billion - $10 billion in assets. Anthony Ohlhaut holds Series 63, 66, and 7 securities licenses and a SIE exam. Anthony is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Anthony Ohlhaut specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Anthony has worked at Fidelity Personal And Workplace Advisors since 2019. Prior to joining Fidelity Personal And Workplace Advisors, Anthony Ohlhaut worked at USAA Financial Advisors, Inc. Anthony Ohlhaut also worked at Fidelity Brokerage Services LLC. The firm’s office location is in Covington, Kentucky.
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.
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
KY
06/04/2019 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
TX
08/21/2018 - 02/21/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
KY
01/18/2017 - 12/06/2017
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 05/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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