Anthony Szymborski
Anthony Szymborski is a registered investment advisor, based in Elm Grove, WI, with 26 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold.
Location
850 Elm Grove Rd., Ste. 16, Elm Grove, WI, 53122
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2023Customer Dispute
May 2008Other Business ActivitiesSells Insurance
Anthony is an agent in insurance/benefits/human resources, dedicating nearly full-time hours to this role, with some time spent on trading. He is also the founder and owner/partner of Financial Partners II, LLC, and an advisory representative of a RIA called CIRA, spending a significant amount of time on trading. Additionally, Anthony engages in marketing under the name Nettworth Financial Group, dedicating minimal time to this activity.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Fsc Securities CorporationBroker
Fsc Securities Corporation
Banc One Securities Corporation
Banc One Securities CorporationBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Dw INC.Broker
Wma Securities, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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