Unclaimed
Anthony Ventura is a financial advisor who has been in the industry since 2009. Anthony is registered with PFS Investments Inc. and holds Series 6, Series 63, Series 65, and SIE licenses. Anthony has been associated with a number of firms over the years including PNC Investments, Fifth Third Securities, Inc., and W&S Brokerage Services, Inc. In addition to financial services, Anthony also provides referrals for Primerica Mortgage, LLC for loan products and Primerica Client Services, Inc. for home security and automation products, as well as other home related 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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
04/17/2024 - Present
PFS Investments Inc. (CINCINNATI OH)
OH
01/19/2022 - 04/14/2022
W&S BROKERAGE SERVICES, INC. (CINCINNATI OH)
OH
09/17/2021 - 01/11/2022
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
OH
01/28/2014 - 11/01/2018
PNC INVESTMENTS (CINCINNATI OH)
OH
02/13/2013 - 07/12/2013
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
12/15/2009 - 12/06/2011
PFS INVESTMENTS INC. (MASON OH)
IA
Issued 07/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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