Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Steven Ivener is a financial advisor who has been in the industry since March 2002. Anthony is currently registered as an investment advisor representative with TLG Advisors, Inc. Previously, Anthony was employed by Purshe Kaplan Sterling Investments, Royal Alliance Associates, Inc., Mutual Service Corporation, Locust Street Securities, Inc. and United Securities Alliance, Inc. Anthony holds Series 6, 63, 65, 99TO and SIE securities licenses. Anthony is licensed to sell securities in Arizona, California, District of Columbia, Florida, Maryland, and Virginia. Anthony has provided financial consulting services for businesses and individuals since 2010. Anthony is also an active member of various financial planning organizations and has received numerous awards and recognitions for his work.
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.
Placement of institutional funds
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
VA
04/25/2018 - Present
TLG Advisors, Inc. (RESTON VA)
VA
01/21/2014 - 07/20/2015
PURSHE KAPLAN STERLING INVESTMENTS (RESTON VA)
VA
06/03/2011 - 01/28/2014
ROYAL ALLIANCE ASSOCIATES, INC. (MCLEAN VA)
VA
07/02/2004 - 12/31/2006
MUTUAL SERVICE CORPORATION (VIENNA VA)
IA
06/26/2001 - 10/08/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CO
01/29/1997 - 06/25/2001
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
IA
Issued 03/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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