Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Frank Trotta is a financial advisor registered with Ameriprise Financial Services, LLC. Anthony is a highly experienced advisor with over 35 years in the industry, having started their career in 1985. Anthony has a strong track record of providing financial advice to a diverse range of clients, including individuals, families, trusts, and businesses. Anthony offers a variety of financial planning services, including asset allocation, retirement planning, college savings, and estate planning. Anthony is committed to providing personalized advice that meets the unique needs of each client. Anthony is a licensed advisor in multiple states, including Ohio, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, North Carolina, Pennsylvania, South Carolina, and Utah.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
OH
02/16/2017 - Present
Ameriprise Financial Services, LLC (Cincinnati OH)
OH
01/01/2008 - 02/21/2017
WELLS FARGO CLEARING SERVICES, LLC (CINCINNATI OH)
OH
06/11/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CINCINNATI OH)
OH
06/07/1994 - 02/21/2007
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
06/30/1987 - 06/06/1994
LESHNER FINANCIAL SERVICES, INC. (CINCINNATI OH)
NA
05/29/1985 - 07/27/1987
COUNTRYWIDE INVESTMENTS, INC.
BC
Issued 06/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/1987
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/08/1987
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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