Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Sola is a financial advisor with Raymond James Financial Services Advisors, Inc. Anthony has been in the financial services industry since 2002. Anthony has passed the Series 6, 7, 63, and 66 exams. Anthony's current registrations include Ohio and Texas, with a previous registration history with PNC Investments, Natcity Investments, Inc., Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and PFS Investments Inc. Anthony is also associated with Peoples Bank and Peoples Investment Services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
11/05/2021 - Present
Raymond James Financial Services Advisors, Inc. (GALLIPOLIS OH)
OH
11/13/2009 - 04/08/2015
PNC INVESTMENTS (WORTHINGTON OH)
OH
10/22/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (COLUMBUS OH)
OH
04/02/2007 - 09/29/2008
MORGAN STANLEY & CO. INCORPORATED (COLUMBUS OH)
OH
07/03/2006 - 04/02/2007
MORGAN STANLEY DW INC. (NEW ALBANY OH)
NY
01/26/2004 - 09/08/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
10/14/2002 - 11/07/2003
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 03/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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