Unclaimed
Anthony Conde is a financial professional with over 20 years of experience in the industry. He is currently registered with Hornor, Townsend & Kent, LLC in Horsham, PA. Anthony has previously held positions at Principal Securities, Inc. in Lake Oswego, OR and NYLIFE Securities LLC in Los Angeles, CA. He holds several licenses, including Series 6, Series 26, and Series 63. Anthony also holds the Chartered Financial Consultant designation. Anthony specializes in providing financial advice and planning services to individuals, high net worth individuals, corporations, and charitable organizations. He is also experienced in portfolio management for both individuals and businesses. Anthony is committed to providing his clients with personalized and comprehensive financial advice to help them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
PA
03/18/2024 - Present
Hornor, Townsend & Kent, LLC (HORSHAM PA)
OR
08/09/2023 - 03/11/2024
PRINCIPAL SECURITIES, INC. (LAKE OSWEGO OR)
CA
08/15/2001 - 10/06/2022
NYLIFE SECURITIES LLC (LOS ANGELES CA)
BC
Issued 03/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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