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 Pitzer is a financial advisor with over 20 years of experience in the financial services industry. Anthony is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 66, Series 7 and SIE licenses. Anthony is currently a wealth manager and partner with Merit Financial Advisors, a firm that provides financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations. Anthony has previously held positions with LPL Financial, LLC, MML Investors Services, Inc., and Lincoln Financial Advisors Corporation. Anthony is committed to providing personalized financial advice and helping clients 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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting fees
1
2
TX
11/02/2019 - Present
Merit Financial Advisors (SOUTHLAKE TX)
TX
11/30/2007 - 08/16/2024
LPL FINANCIAL LLC (SOUTHLAKE TX)
TX
01/31/2006 - 11/05/2007
MML INVESTORS SERVICES, INC. (BEDFORD TX)
IN
01/22/2003 - 09/01/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/22/2003 - 09/01/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 02/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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