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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Cisneros is a financial advisor registered with LPL Financial LLC. Anthony is based in Fort Collins, Colorado. Anthony has been in the financial services industry since April 8, 2011. Anthony holds Series 6, Series 7, and Series 66 licenses as well as the SIE exam. In addition to the LPL Financial LLC, Anthony previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC and Waddell & Reed. Anthony has worked as a Registered Representative and/or Investment Advisor Representative for multiple firms. Anthony has experience with a variety of client types including individuals, corporations, retirement plans, charities and investment clubs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
07/21/2021 - Present
LPL Financial LLC (FORT COLLINS CO)
CO
01/04/2016 - 07/21/2021
WADDELL & REED (FORT COLLINS CO)
CO
11/15/2013 - 01/05/2016
WELLS FARGO ADVISORS, LLC (GREELEY CO)
CO
11/05/2011 - 11/18/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT COLLINS CO)
CO
02/24/2011 - 09/21/2011
NYLIFE SECURITIES LLC (FORT COLLINS CO)
BOTH
Issued 12/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/23/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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