Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Lavarda is a financial advisor with World Equity Group, Inc. in Naperville, Illinois. Anthony has been in the securities industry since 1986. Anthony's professional experience includes positions at Waterstone Financial Group, Inc., A. G. Edwards & Sons, Inc., Kemper Securities Group, Inc., and Blunt Ellis & Loewi Incorporated. Anthony is a registered representative in Illinois and has passed several securities exams, including the Series 3, Series 7, and Series 63. He also holds the SIE designation. Anthony is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Anthony has a strong track record of success in providing financial advice to individuals and businesses. He is committed to providing his clients with personalized, objective financial guidance and investment strategies. Anthony is a highly qualified and experienced financial advisor who can help you reach your financial goals.
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.
1
2
IL
09/08/2009 - Present
World Equity Group, Inc. (NAPERVILLE IL)
IL
01/19/2007 - 08/18/2009
WATERSTONE FINANCIAL GROUP, INC. (NAPERVILLE IL)
IL
06/29/1992 - 01/24/2007
A. G. EDWARDS & SONS, INC. (NAPERVILLE IL)
MO
09/04/1990 - 06/30/1992
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
09/24/1986 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
BC
Issued 10/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1987
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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