Unclaimed
Priya Anthony is a financial advisor with PNC Investments. Priya has been in the financial industry since April 2015. Priya is registered with the state of Texas as an investment advisor representative. Priya has also passed the Series 6, 7, 63 and 65 exams.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
08/18/2021 - Present
PNC Investments (KATY TX)
TX
02/15/2019 - 08/16/2021
BBVA SECURITIES INC. (KATY TX)
TX
03/25/2014 - 01/31/2018
BBVA SECURITIES INC. (HOUSTON TX)
IA
Issued 06/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/25/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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