Unclaimed
Anthony Yukman Choy is a financial advisor at Avantax Investment Services, Inc. Anthony has over 30 years of experience in the financial services industry, having worked at a number of firms including HD Vest Investment Services and World Group Securities, Inc. Anthony holds the Series 6, Series 26, and Series 63 licenses. Anthony specializes in providing financial advice to individuals and families in the Houston area.
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.
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.
1
2
TX
06/26/2019 - Present
Avantax Investment Services, Inc. (Houston TX)
TX
01/12/2009 - 05/24/2019
HD VEST INVESTMENT SERVICES (HOUSTON TX)
TX
11/18/2002 - 01/28/2009
WORLD GROUP SECURITIES, INC. (HOUSTON TX)
TX
10/05/1990 - 11/05/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BC
Issued 06/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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