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 Sheldon is a financial professional with over 8 years of experience in the financial services industry. Anthony is a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp. He holds the Series 6 and SIE licenses and is registered with the state of Louisiana. Anthony is a Chartered Financial Consultant and offers financial planning services to individuals, families, and businesses. Anthony also holds a license as an insurance agent with Clifton Ourso’s Insurance Agency.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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LA
08/15/2023 - Present
State Farm Investment Management Corp. (Baton Rouge LA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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