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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Dolegowski is an investment advisor representative with Avantax Advisory Services. Anthony has over 20 years of experience in the financial services industry. Anthony specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. Anthony is registered to provide investment advice in Georgia, New Jersey, Pennsylvania, and South Carolina. Anthony is also registered to provide investment advice in New Jersey as an Investment Advisor Representative. Anthony is a Series 63, 66, 7, 21, 24, and 25 licensed professional.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
07/15/2024 - Present
Avantax Advisory Services (DALLAS TX)
NY
10/05/2018 - 06/11/2024
LPL FINANCIAL LLC (BARDONIA NY)
NJ
05/09/2012 - 07/12/2018
E*TRADE SECURITIES LLC (MORRISTOWN NJ)
NJ
08/06/2010 - 05/02/2012
NYLIFE SECURITIES LLC (SADDLE BROOK NJ)
NJ
10/26/2009 - 07/07/2010
H. BECK, INC. (RIVER EDGE NJ)
NJ
03/30/2009 - 11/13/2009
METLIFE SECURITIES INC. (PARAMUS NJ)
NJ
01/14/2008 - 02/09/2009
H. BECK, INC. (FAIR LAWN NJ)
NY
04/17/2001 - 08/23/2006
UBS SECURITIES LLC (NEW YORK NY)
NY
01/02/2001 - 04/17/2001
BEAR HUNTER SPECIALISTS LLC (NEW YORK NY)
NY
10/01/2000 - 01/02/2001
HUNTER SPECIALISTS, LLC (NEW YORK NY)
BOTH
Issued 06/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2016
Series 24 - General Securities Principal Examination
BC
Issued 07/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/27/2000
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 10/21/1999
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
F
FINRA
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