Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Montanari is a financial professional with over 20 years of experience in the industry. Anthony is currently registered with Prospera Financial Services, Inc. and has a strong track record of providing personalized financial advice to individuals, families, and businesses. Anthony holds a variety of licenses and certifications, including the Series 3, 7, 31, and 65, demonstrating a wide range of financial expertise.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
TX
07/16/2012 - Present
Prospera Financial Services, Inc. (DALLAS TX)
NC
02/09/2009 - 07/16/2012
CAPITAL GUARDIAN, LLC (CHARLOTTE NC)
NC
02/24/2003 - 02/19/2009
CITIGROUP GLOBAL MARKETS INC. (CHARLOTTE NC)
NY
12/11/1998 - 03/07/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 01/22/1999
Series 3 - National Commodity Futures Examination
BC
Issued 07/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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