Unclaimed
Anthony Paper is an investment advisor representative with Concourse Financial Group Securities, Inc.. Anthony is also a Registered Representative (Series 7) and has the Series 6 and Series 63 licenses. Anthony has been in the industry since February 26, 2001, and has worked for National Planning Corporation, PFS Investments Inc., Concourse Financial Group Securities, Inc. and also operates under two "Doing Business As" names: A.P. Investments and E.S.A.P. Financial Solutions. Anthony is a registered representative in several states.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ND
09/26/2011 - Present
Concourse Financial Group Securities, Inc. (Fargo ND)
ND
03/10/2006 - 09/15/2011
NATIONAL PLANNING CORPORATION (FARGO ND)
GA
02/27/2001 - 03/13/2006
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 05/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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