Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Zachary Price is a registered investment advisor representative with Charles Schwab & CO., Inc. Anthony has been in the industry since 2008. Anthony is registered in Colorado, Texas and 33 other states. Anthony holds licenses for Series 66, Series 7 and SIE. Anthony has been with Charles Schwab & CO., Inc. since April 2012 and also works with Charles Schwab Bank SSB. Anthony's past work experience includes U.S. BANCORP INVESTMENTS, INC. and WADDELL & REED, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
01/04/2019 - Present
Charles Schwab & CO., Inc. (Colorado Springs CO)
CO
08/13/2008 - 03/21/2012
U.S. BANCORP INVESTMENTS, INC. (PUEBLO CO)
CO
09/29/2007 - 05/21/2008
WADDELL & REED, INC. (DENVER CO)
BOTH
Issued 12/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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