Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Price is a financial professional with over 10 years of experience in the industry. Anthony is currently registered as a Registered Representative and Investment Advisor Representative with Vanguard Advisers, Inc. in Charlotte, NC. Anthony has a strong understanding of the financial markets and is committed to providing clients with personalized financial advice and guidance. Anthony holds the Series 7TO, Series 66, and SIE licenses. Anthony previously held a similar position with CHARLES SCHWAB & CO., INC. in Richfield, OH. Anthony is also a licensed insurance agent in North Carolina. Anthony has a strong background in financial services and is committed to helping clients achieve their financial goals. Anthony also serves as a contracted driver for Uber in Charlotte, NC. Anthony is dedicated to helping clients achieve their financial goals.
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.
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
NC
02/04/2021 - Present
Vanguard Advisers, Inc. (Charlotte NC)
OH
02/10/2020 - 01/18/2021
CHARLES SCHWAB & CO., INC. (Richfield OH)
BOTH
Issued 06/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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