Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Thanh Le is a registered Investment Advisor Representative with Creativeone Wealth, LLC. Anthony has been in the financial industry since June 2019 and holds the Series 65 license. Anthony provides financial planning, investment advice, and other advisory services to individual clients, investment companies, and charitable organizations. Anthony is also registered as an Investment Advisor Representative in Kansas and Texas. Anthony is also associated with Financial Life Matters and provides client services and analysis of client retirement accounts.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
Sub-adviser fees/solicitor fees
1
2
KS
08/10/2023 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
IA
Issued 10/27/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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