Unclaimed
Anthony Hosfeld is a registered investment advisor representative with Osaic Advisory Services, LLC. Anthony has been in the financial services industry for over 20 years and has held various roles at different firms, including First Tennessee Brokerage, Inc., Wachovia Securities, LLC, and Certus Securities, Inc. Anthony holds a Series 65 and Series 63 license.
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.
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2
GA
11/27/2019 - Present
Osaic Advisory Services, LLC (Atlanta GA)
GA
03/15/2010 - 10/22/2015
CERTUSSECURITIES, INC. (ATLANTA GA)
AL
11/29/2007 - 06/25/2010
FIRST LEGACY SECURITIES, LLC (HELENA AL)
GA
01/04/2006 - 11/26/2007
FIRST TENNESSEE BROKERAGE, INC. (LAWRENCEVILLE GA)
GA
10/01/2000 - 12/19/2005
WACHOVIA SECURITIES, LLC (LILBURN GA)
NC
03/01/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
01/09/1997 - 06/22/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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