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. Pritchett is a financial advisor with over 17 years of experience in the financial services industry. Tony is currently registered with Wellth Advisory Services, LLC, a firm with a focus on retirement planning. Tony is also a Registered Investment Advisor (RIA) and provides investment advisory services through Global Retirement Partners, an independent investment advisor firm. Tony has a strong background in financial planning and portfolio management. Tony holds the Series 6, 7 and SIE licenses. Tony is also a Chartered Financial Consultant.
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.
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2
IL
06/28/2024 - Present
Wellth Advisory Services, LLC (SHOREWOOD IL)
OH
04/09/2014 - 05/11/2023
ONEAMERICA SECURITIES, INC. (COLUMBUS OH)
AR
03/05/2013 - 12/31/2013
HIGH STREET SECURITIES, INC. (HOT SPRINGS AR)
OH
04/27/2010 - 03/28/2011
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
OH
04/24/2008 - 04/15/2010
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
OH
12/20/2006 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (DUBLIN OH)
OH
09/28/2005 - 12/20/2006
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
OH
03/24/2004 - 08/26/2004
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IL
01/27/2003 - 01/14/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 10/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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