Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Christopher Velarde is a financial advisor with LPL Financial LLC. Anthony has been in the financial services industry since May 2015. Anthony is licensed in multiple states and is a Certified Financial Planner™. Anthony holds the Series 7, Series 66 and SIE licenses. Anthony's firm, LPL Financial LLC, is headquartered in Fort Mill, South Carolina, and has approximately 1,910,545 client accounts with assets under management exceeding $463 Billion. LPL Financial LLC offers a variety of financial services, including investment management, financial planning, and retirement planning. Anthony works with individual clients, high net worth individuals, corporations, and other entities to provide investment advice and financial planning services.
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.
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2
CA
09/04/2020 - Present
LPL Financial LLC (OXNARD CA)
BOTH
Issued 06/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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