Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Desantis is an Investment Advisor Representative with Allworth Financial, LP. Anthony has been in the industry since 1994. Anthony is registered with the state of Texas. Anthony has passed the Uniform Investment Adviser Law Examination and the Non-Member General Securities Examination.
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.
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.
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CA
01/07/2020 - Present
Allworth Financial, LP (SACRAMENTO CA)
IA
Issued 06/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
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