Unclaimed
Tony Enebo is a financial professional with over 26 years of experience in the industry. Tony is currently registered as a Registered Representative with Charles Schwab & Co., Inc. Tony has been with Charles Schwab & Co., Inc. since December 2022, and previously worked with American Express Financial Advisors Inc. and IDS Life Insurance Company. Tony has earned the Series 7, Series 7TO, Series 63, and SIE licenses. Tony has also been a part-time driver for both Lyft and Uber since June 2017, though this work does not occur during business hours. Tony provides a variety of advisory services including Financial Planning, and Selection of other Advisers, and is 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
CO
10/18/2024 - Present
Charles Schwab & CO., Inc. (Parker CO)
MN
10/06/1994 - 04/24/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/06/1994 - 04/24/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/29/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/19/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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