Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anton? Claim Your ProfileAnton Reese is a financial professional with over 10 years of experience in the industry. Anton is currently registered with Charles Schwab & CO., Inc. as a Registered Representative and Investment Advisor Representative. Anton has previously worked with TD Ameritrade, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and SunTrust Investment Services, Inc.. Anton is licensed to provide financial advice in multiple states across the US. Anton specializes in providing Financial Planning, Portfolio Management and Selection of other advisers. Anton is also a Wrap Fee Program Sponsor.
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
1
2
VA
09/08/2023 - Present
Charles Schwab & CO., Inc. (Alexandria VA)
VA
10/30/2017 - 05/11/2024
TD AMERITRADE, INC. (ALEXANDRIA VA)
VA
10/28/2014 - 10/20/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
VA
02/10/2014 - 06/06/2014
SUNTRUST INVESTMENT SERVICES, INC. (MECHANICSVILLE VA)
VA
02/17/2012 - 01/09/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTESVILLE VA)
MA
03/31/2004 - 06/18/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/31/2004 - 06/18/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 03/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/29/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Anton Reese is the right advisor for you? Invested Better is here to help.
