Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Greenwood is a registered Investment Advisor Representative with Vestor Capital, LLC in Chicago, IL. Anthony has been in the industry since 2006 and holds Series 63, 66, 7 and 24 licenses. Anthony has experience working with individuals, high-net-worth individuals, corporations, and other businesses, pension and profit-sharing plans and charitable organizations. Anthony provides financial planning, educational seminars, selection of other advisers, publication of periodicals, portfolio management for individuals and businesses.
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.
Credit and cash management solutions and insurance solutions
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.
Revenue sharing with frs, and on credit and cash mgt solutions
1
2
IL
07/26/2022 - Present
Vestor Capital, LLC (CHICAGO IL)
IL
01/26/2022 - 05/16/2022
CHARLES SCHWAB & CO., INC. (Northbrook IL)
IL
06/30/2006 - 05/14/2022
TD AMERITRADE, INC. (NORTHBROOK IL)
BOTH
Issued 08/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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