Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tony? Claim Your ProfileTony M. Carter is a financial advisor with over 48 years of experience in the industry. Tony is a Certified Financial Planner and a Chartered Financial Consultant and has been registered with Osaic Wealth, Inc. since September 2023. Tony has a broad range of experience in the financial services industry. In addition to his current role with Osaic Wealth, Inc., Tony has held positions at SAGEPOINT FINANCIAL, INC. and AMERICAN GENERAL SECURITIES INCORPORATED. Tony is registered in 28 states and has a broad array of specializations. Tony has been involved in insurance sales since 1973. Tony is a strong advocate for his clients and strives to provide them with the highest level of service and personalized attention.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
03/07/2024 - Present
Osaic Wealth, Inc. (DADE CITY FL)
FL
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (DADE CITY FL)
FL
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (TAMPA FL)
TX
07/03/1974 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 06/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/07/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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