Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Youssefi is a financial advisor with over 15 years of experience in the industry. He is currently registered with Cambridge Investment Research Advisors, Inc. in Tennessee and Texas. Anthony is a Series 7, 6, 62, 63, and 65 licensed professional. He has a strong background in helping clients with financial planning, portfolio management, and investment strategies. Anthony has a deep understanding of the investment landscape and a passion for helping individuals achieve their financial goals. Anthony Youssefi is committed to providing his clients with personalized service and guidance.
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.
Solicitation fees from 3rd party money managers
1
2
TN
11/10/2016 - Present
Cambridge Investment Research Advisors, Inc. (Brentwood TN)
TN
04/06/2009 - 10/28/2016
MML INVESTORS SERVICES, LLC (BRENTWOOD TN)
IA
Issued 11/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2018
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/03/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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