Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Robert Davis is a financial professional with over 8 years of experience in the financial services industry. Anthony is currently registered with Charles Schwab & Co., Inc. and has been with the firm since March 2023. Prior to that, Anthony worked at TD Ameritrade, Inc. from June 2015 to December 2023. Anthony holds a Series 63, Series 7 and Series 24 license, in addition to the SIE exam. Anthony is registered in Nebraska.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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NE
03/30/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
06/11/2015 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 06/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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