Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Aries Molina is a financial professional with over 14 years of experience in the industry. Anthony is currently registered with Wedbush Securities Inc. in Newport Beach, California. Anthony has held previous positions at Stifel, Nicolaus & Company, Incorporated and Wachovia Securities, LLC. Anthony holds the Series 7, 63, 66, 99TO and SIE licenses. Anthony has specialized in providing financial planning, portfolio management and pension consulting services to individuals, businesses and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
10/22/2024 - Present
Wedbush Securities Inc. (NEWPORT BEACH CA)
CA
11/14/2016 - 02/14/2020
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAN JUAN CAPISTRANO CA)
CA
12/03/2008 - 08/07/2012
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAN JUAN CAPISTRANO CA)
CA
01/01/2008 - 12/18/2008
WACHOVIA SECURITIES, LLC (SAN JUAN CAPISTRANO CA)
CA
07/16/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN JUAN CAPISTRANO CA)
BC
Issued 02/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2016
Series 7 - General Securities Representative 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
M
MIAX PEARL, LLC
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
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