Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Burns is a financial advisor with over 20 years of experience in the financial services industry. Anthony has a deep understanding of the investment markets and is committed to providing personalized financial advice to help clients achieve their financial goals. Anthony holds the Series 6, 7, and 63 securities licenses, as well as the Series 65 investment advisor license. Anthony is also a Certified Financial Planner. Anthony is currently employed by Raymond James & Associates, Inc. Before joining Raymond James, Anthony was a financial advisor at Wells Fargo Advisors, LLC. Prior to Wells Fargo, Anthony worked at Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Banc of America Investment Services, Inc., Salomon Smith Barney Inc., and First Investors Corporation.
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.
Please see note in schedule d - miscellaneous
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.
1
2
NC
06/30/2021 - Present
Raymond James & Associates, Inc. (Charlotte NC)
NC
11/20/2009 - 05/21/2021
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
06/01/2009 - 12/14/2009
MORGAN STANLEY SMITH BARNEY (CHARLOTTE NC)
NC
02/25/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHARLOTTE NC)
FL
01/26/2000 - 02/25/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (BRADENTON FL)
NY
08/05/1998 - 02/04/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
05/09/1997 - 11/28/1997
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 09/15/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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