Unclaimed
Anthony Edwards is a financial advisor with over 18 years of experience in the industry. Anthony is currently registered with Northwestern Mutual Investment Services, LLC in Franklin, Wisconsin and has a wide range of experience in the financial services industry. Prior to his current role, Anthony has held positions with J.P. Morgan Securities LLC, Chase Investment Services Corp, Northland Securities, Inc., A. G. Edwards & Sons, Inc., Edward Jones and Strong Investments, Inc. Anthony is a Series 63 and 66 licensed and holds the Series 7 and SIE licenses. Anthony is registered to offer securities in 21 states and is also registered as an Investment Advisor Representative in Wisconsin.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
WI
12/13/2019 - Present
Northwestern Mutual Investment Services, LLC (FRANKLIN WI)
WI
10/01/2012 - 10/08/2019
J.P. MORGAN SECURITIES LLC (GERMANTOWN WI)
WI
09/21/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MILWAUKEE WI)
WI
11/09/2007 - 04/14/2011
NORTHLAND SECURITIES, INC. (MILWAUKEE WI)
WI
10/10/2005 - 11/15/2007
A. G. EDWARDS & SONS, INC. (MILWAUKEE WI)
MO
08/28/2001 - 09/30/2005
EDWARD JONES (ST. LOUIS MO)
WI
08/04/2000 - 08/24/2001
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BOTH
Issued 01/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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