Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Spears is a financial advisor with Fidelity Personal and Workplace Advisors. Anthony has been in the financial industry since 2008, holding both Broker-Dealer and Investment Advisor Representative licenses. Anthony has earned his Series 66, 7 and SIE licenses, and is licensed to offer securities advice and products in 53 states and the District of Columbia. Anthony has experience working with clients on a variety of financial needs, including retirement planning, college savings, and investment management. Anthony is also a licensed Minister of Music for a church in Jacksonville, FL.
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.
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2
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
08/25/2008 - 08/06/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 09/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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