Unclaimed
Anthony Cordell is a financial advisor with Osaic Wealth, Inc., based in Topeka, KS. Anthony has been in the financial services industry since January 2003. Anthony is registered in 39 states and holds Series 6, 7, 24, 63 and 65 licenses. Anthony is also a Certified Financial Planner. Anthony has a variety of experience working with different clients including high net worth individuals, corporations or other businesses, and individuals other than high net worth. Anthony is a trusted advisor who can help you achieve your 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.
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.
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
KS
06/14/2024 - Present
Osaic Wealth, Inc. (Topeka KS)
KS
08/01/2003 - 06/14/2024
SECURITIES AMERICA, INC. (Topeka KS)
FL
01/23/2003 - 08/05/2003
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 08/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/20/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Anthony Cordell is the right advisor for you? Invested Better is here to help.