Anthony EssisCRD Number: 3061074
Current Firm: Ameriprise Financial Services, LLC
Anthony Essis (CRD# 3061074) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lancaster, PA and has over 24 years of experience in the finance industry.
Thrivent Investment Management Inc.
Foresight Financial Planning LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Ameriprise Financial Services, Inc.||Lancaster, PA||Sep 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Sep 2003|
Total Assets Under Management458,068MILLIONS
Total Number of Accounts1,860,870ACCOUNTS
Average Account Value$246,158
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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