Unclaimed
Anatole Kamentz is an investment advisor representative at Global View Capital Management LLC, which is based in Waukesha, WI. Anatole has been in the industry since 1988 and has worked for a number of firms, including PURSHE KAPLAN STERLING INVESTMENTS, THE STRATEGIC FINANCIAL ALLIANCE, INC., H. BECK, INC., and LPL FINANCIAL CORPORATION. Anatole is registered in Texas and Wisconsin.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
01/02/2014 - Present
Global View Capital Management LLC (WAUKESHA WI)
WI
01/14/2014 - 05/30/2015
PURSHE KAPLAN STERLING INVESTMENTS (MINOCQUA WI)
WI
07/10/2012 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (WOODRUFF WI)
WI
08/13/2010 - 12/31/2010
H. BECK, INC. (WOODRUFF WI)
WI
09/08/2009 - 02/16/2010
LPL FINANCIAL CORPORATION (WOODRUFF WI)
WI
09/10/2002 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (WOODRUFF WI)
MO
01/30/1992 - 09/11/2002
FFP SECURITIES, INC. (CHESTERFIELD MO)
IL
06/24/1991 - 02/04/1992
FIRST MIDWEST SECURITIES, INC. (BLOOMINGTON IL)
NJ
05/25/1990 - 04/24/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/25/1990 - 04/24/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
MO
10/02/1989 - 05/16/1990
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NJ
08/03/1988 - 10/10/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/03/1988 - 10/10/1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 07/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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