Unclaimed
Anthony Sankar is a financial advisor with Vanguard Advisers, Inc. Anthony has been in the financial services industry since 1993. Anthony has a broad range of experience, having worked for several firms including Charles Schwab & Co., Inc., CITICORP INVESTMENT SERVICES, and JOSEPHTHAL LYON & ROSS INCORPORATED. Anthony holds the following licenses: Series 63, Series 66, Series 7, and Series 8. Anthony is also a registered Investment Advisor Representative in Arizona and Texas. Anthony is a dedicated financial advisor who is committed to helping clients achieve their 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.
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
AZ
11/03/2021 - Present
Vanguard Advisers, Inc. (Scottsdale AZ)
AZ
02/02/1996 - 10/21/2021
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
NY
01/01/1993 - 09/29/1995
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
07/13/1992 - 10/06/1992
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
BOTH
Issued 05/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/10/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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