Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Wayne McKinzie is an Investment Advisor Representative at Wells Fargo Advisors Financial Network, LLC. Anthony is also registered as a Registered Representative with Wells Fargo Clearing Services, LLC. Anthony has over 20 years of experience in the financial industry. Anthony holds Series 63, Series 65, Series 7, Series 24, Series 26, Series 39, Series 52TO, Series 6TO, Series 82TO, Series 99TO, and SIE licenses. Anthony provides investment consulting services to institutional clients, financial planning services, pension consulting, and portfolio management for businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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.
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2
MO
02/03/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
09/20/2022 - 01/10/2023
WELLS FARGO SECURITIES, LLC (SAINT LOUIS MO)
MO
03/24/2017 - 08/23/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
07/10/2013 - 03/14/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
11/06/2007 - 07/12/2013
FIRST CLEARING, LLC (ST. LOUIS MO)
NJ
01/06/2005 - 05/18/2007
PRUCO SECURITIES, LLC. (ISELIN NJ)
NE
06/07/2001 - 10/19/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 11/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 06/12/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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