Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Ossola is a financial advisor with Prospera Financial Services, Inc. Anthony has been in the industry since 2000 and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Anthony is a Series 66, Series 24, Series 31, and Series 7 licensed professional. Anthony is also registered in several states, including Arizona, Arkansas, California, Colorado, Kansas, Montana, Nevada, Texas, Utah, and Wyoming.
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
CA
01/08/2021 - Present
Prospera Financial Services, Inc. (Aliso Viejo CA)
CA
02/09/2007 - 01/11/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ALISO VIEJO CA)
CA
11/06/2000 - 02/16/2007
UBS FINANCIAL SERVICES INC. (NEWPORT BEACH CA)
BOTH
Issued 12/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 11/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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