Michael Anthony (CRD# 7077467) is an Investment Advisor Representative working at Golden Years Financial Advisors, Inc. in South Bend, IN and has over 5 years of experience in the finance industry. Michael Anthony has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4621831
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4568561
State Farm Investment Management Corp.
CRD# 4140596
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Golden Years Financial Advisors, Inc. | South Bend, IN | Feb 2019 - Current | 5 |
| Michael Anthony Agency | South Bend, IN | Jan 2019 - Current | 5 |
| Idea Translations | Caba, Buenos Aires, | Jun 2018 - Dec 2018 | < 1 |
| Full-time Student | Culver, IN | Jan 2009 - May 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- IN
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IN
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