Unclaimed
Anthony Budniak is a financial professional with over 25 years of experience in the industry. Anthony is currently registered with Colliers Securities LLC and has previously held positions at Northland Securities, Inc., Piper Jaffray & Co., Dougherty & Company LLC, Miller Johnson Steichen Kinnard, Inc. and Miller & Schroeder Financial, Inc. Anthony holds a variety of licenses and certifications, including Series 7, Series 52TO, Series 53 and Series 63. Anthony specializes in portfolio management for individuals 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
MN
03/13/2024 - Present
Colliers Securities LLC (MINNEAPOLIS MN)
MN
06/11/2021 - 03/08/2024
NORTHLAND SECURITIES, INC. (MINNEAPOLIS MN)
MN
11/27/2017 - 04/08/2019
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
MN
05/02/2017 - 11/28/2017
DOUGHERTY & COMPANY LLC (MINNEAPOLIS MN)
MN
10/17/2002 - 05/02/2017
NORTHLAND SECURITIES, INC. (MINNEAPOLIS MN)
MN
03/05/2001 - 10/17/2002
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
MN
05/29/1996 - 03/01/2001
MILLER & SCHROEDER FINANCIAL, INC. (MINNEAPOLIS MN)
BC
Issued 04/04/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/27/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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