Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Slezak is a financial advisor with over 30 years of experience in the financial services industry. Anthony is registered with LPL Financial LLC and holds Series 6, 7, 24, 63, and 65 licenses. Anthony has a history of working for various financial institutions, including SunAmerica Securities, Inc., FSC Securities Corporation, Commonwealth Equity Services, Inc., J.T. Moran & Co., Inc., and Buttonwood Securities Corporation of Massachusetts. Anthony specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
08/28/2019 - Present
LPL Financial LLC (LATROBE PA)
PA
10/31/2005 - 08/30/2019
SAGEPOINT FINANCIAL, INC. (LATROBE PA)
AZ
01/17/1990 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
07/19/1989 - 12/31/1989
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
01/17/1989 - 07/17/1989
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
01/06/1989 - 01/23/1989
COMMONWEALTH EQUITY SERVICES, INC.
NA
05/20/1988 - 01/02/1989
J. T. MORAN & CO., INC.
NA
11/17/1986 - 05/20/1988
BUTTONWOOD SECURITIES CORPORATION OF MASSACHUSETTS
IA
Issued 05/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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