Unclaimed
Anthony Wayne Sumrall is a registered investment advisor representative with Managed Financial Services Corp. Inc. He has been in the financial services industry since 2005. Anthony Wayne Sumrall is registered with the state of Texas and Louisiana. He has experience in various financial products and services, including investment company products, variable contracts, and portfolio management for individuals. Anthony Wayne Sumrall holds the Series 6, Series 26, and Series 63 licenses. He has worked for several firms throughout his career, including Managed Financial Broker Services, L.L.C., A I M DISTRIBUTORS, INC., and J.P. MORGAN SECURITIES INC.
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.
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
TX
12/15/2010 - Present
Managed Financial Services Corp. Inc. (HOUSTON TX)
TX
06/18/2007 - 12/14/2009
MANAGED FINANCIAL BROKER SERVICES, L.L.C. (HOUSTON TX)
TX
09/11/2006 - 05/24/2007
A I M DISTRIBUTORS, INC. (HOUSTON TX)
TX
12/15/2005 - 08/18/2006
J.P. MORGAN SECURITIES INC. (HOUSTON TX)
TX
04/11/2005 - 11/01/2005
MANAGED FINANCIAL BROKER SERVICES, L.L.C. (HOUSTON TX)
IA
Issued 11/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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