Unclaimed
Anthony A. Linares is an active investment advisor representative with J.p. Morgan Securities LLC. Anthony has been in the securities industry since 2020 and has licenses in California and Texas. Anthony previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from 2020 to 2024. Anthony has passed the Uniform Combined State Law Examination, the General Securities Representative Examination and the Securities Industry Essentials Examination. Anthony provides financial planning, pension consulting, selection of other advisors and portfolio management services. Anthony works out of the Oakdale, CA branch of J.p. Morgan Securities LLC.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
08/22/2024 - Present
J.p. Morgan Securities LLC (OAKDALE CA)
CA
01/31/2020 - 03/20/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MODESTO CA)
BOTH
Issued 02/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Anthony Linares is the right advisor for you? Invested Better is here to help.