Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Walter Anthony is a financial advisor at Morgan Stanley. Brett has been working in the financial industry since 1993 and has held various positions with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Brett currently holds both Series 7 and Series 63 licenses. Brett has been a registered representative with Morgan Stanley since 2009. Brett is also a registered investment advisor in Texas and the District of Columbia. Brett has a broad experience in the financial industry and is dedicated to helping clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
DC
06/01/2009 - Present
Morgan Stanley (Washington DC)
DC
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WASHINGTON DC)
DC
02/25/1993 - 04/02/2007
MORGAN STANLEY DW INC. (WASHINGTON DC)
IA
Issued 01/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brett Anthony is the right advisor for you? Invested Better is here to help.
