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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Schweizer is an investment advisor representative with UBS Financial Services Inc. based in Nantucket, Massachusetts. Anthony has been in the financial services industry since April 2006. Anthony has passed several industry exams including the Series 3, Series 7, Series 31, and the SIE exam. Anthony has also passed the Uniform Combined State Law Examination (Series 66) and has a variety of registrations with both FINRA and state regulators. Anthony provides financial planning services, portfolio management services for individuals and businesses, and selection of other advisors. Anthony's firm provides investment advisory services to a wide range of clients including individuals, high net worth individuals, pension and profit sharing plans, corporations and other businesses, charitable organizations and more. Anthony's clients have a variety of investment needs and objectives. Anthony works with clients to develop a personalized financial plan and investment strategy that meets their unique needs.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MA
03/27/2012 - Present
UBS Financial Services Inc. (Boston MA)
MA
04/14/2006 - 04/09/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
BOTH
Issued 04/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2012
Series 3 - National Commodity Futures Examination
BC
Issued 09/27/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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