Unclaimed
Anthony Seghy is a financial advisor who has been in the industry since 1991. Anthony is currently registered with Fifth Third Securities, Inc. Anthony is also registered with the state of Ohio as an Investment Advisor Representative (IAR). Anthony offers a wide range of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
03/04/2005 - Present
Fifth Third Securities, Inc. (BRECKSVILLE OH)
OH
01/21/1997 - 03/27/1999
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IA
11/17/1995 - 01/22/1997
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
12/18/1992 - 12/13/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
03/13/1991 - 08/05/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/3/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 8/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/11/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 3/11/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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