Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Beltran is a financial professional with over 25 years of experience in the industry. Anthony is currently registered with Ameritas Investment Company, LLC in Folsom, California. Anthony holds the Series 6, 7, 24, and 63 licenses, as well as the SIE exam. Anthony has previously been registered with firms such as MML Investors Services, LLC, Park Avenue Securities LLC, Ameritas Investment Corp. and Pruco 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.
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.
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2
CA
09/20/2021 - Present
Ameritas Investment Company, LLC (FOLSOM CA)
CA
03/10/2017 - 06/17/2021
MML INVESTORS SERVICES, LLC (NEWPORT BEACH CA)
CA
04/12/2006 - 01/30/2017
PARK AVENUE SECURITIES LLC (GLENDALE CA)
NE
01/27/2005 - 03/03/2006
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NJ
07/12/1996 - 01/27/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
BC
Issued 06/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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