Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Arguelles Trias is a financial advisor who has been in the financial industry since 2009. Anthony currently works with Equitable Advisors, LLC, a company he has been with since 2017. Prior to Equitable Advisors, LLC, Anthony worked with TIAA-CREF Individual & Institutional Services, LLC, Sagepoint Financial, Inc., and Pruco Securities, LLC. Anthony is registered in 12 states. Anthony specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
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CA
07/19/2024 - Present
Equitable Advisors, LLC (SAN RAFAEL CA)
CA
08/19/2016 - 09/15/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SAN FRANCISCO CA)
CA
02/16/2016 - 06/28/2016
SAGEPOINT FINANCIAL, INC. (SAN FRANCISCO CA)
CA
10/06/2009 - 02/17/2016
PRUCO SECURITIES, LLC. (SAN FRANCISCO CA)
IA
Issued 06/08/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/05/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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