Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Santiago Mottu is a registered representative and investment advisor representative. Anthony has been in the securities industry for over 2 years. Anthony is currently registered with Fidelity Personal And Workplace Advisors. Anthony is registered with the state of Texas and has passed the Series 63, 66, 7TO, and SIE exams. Anthony is also registered with the state of Arizona, Arkansas, California, Colorado, Florida, Idaho, Illinois, Kansas, Louisiana, Massachusetts, Michigan, New Mexico, North Carolina, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington, and Wisconsin. Anthony has experience in financial planning and portfolio management for businesses and individuals. Anthony also provides educational seminars. Anthony has experience working at International Bank of Commerce, Fidelity Brokerage Services, LLC, and as a Student. Anthony is a drummer for the Phoenix Splash Band.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
09/02/2021 - Present
Fidelity Personal AND Workplace Advisors (HOUSTON TX)
BOTH
Issued 07/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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