Unclaimed
Anthony Laramee is a financial advisor with Fisher Investments. Anthony has over 8 years of experience in the financial services industry. Anthony is a Certified Financial Planner and holds the Series 6, 7, and 66 securities licenses. Anthony's previous experience includes positions at E*TRADE SECURITIES LLC, CITIZENS SECURITIES, INC., FIDELITY BROKERAGE SERVICES LLC and NYLIFE SECURITIES LLC. Anthony specializes in portfolio management for individuals, businesses, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
09/13/2022 - Present
Fisher Investments (PLANO TX)
MA
10/24/2019 - 08/04/2022
E*TRADE SECURITIES LLC (Boston MA)
MA
04/29/2019 - 10/16/2019
CITIZENS SECURITIES, INC. (BOSTON MA)
MA
07/09/2015 - 04/15/2019
FIDELITY BROKERAGE SERVICES LLC (FRAMINGHAM MA)
MA
05/05/2014 - 04/23/2015
NYLIFE SECURITIES LLC (WALTHAM MA)
BOTH
Issued 01/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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