Unclaimed
Anthony Vaughn Weickert is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Anthony is registered in 53 states and the District of Columbia. Anthony holds the Series 7TO, Series 63, and Series 66 licenses. Anthony has been a licensed representative since 2022. Anthony is a graduate of Cold Springs High School and has over 10 years of experience in the finance industry. Anthony is also a model and talent agent, which gives him a unique perspective on the needs of his clients. Anthony is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
KY
03/16/2023 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
BOTH
Issued 03/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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