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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 Gerard Leto is a financial advisor registered with D.a. Davidson & Co. based in Edina, Minnesota. Anthony has been in the financial services industry since 2000 and has held registrations with several firms, including Ameriprise Financial Services, LLC and Royal Alliance Associates, Inc. Anthony is licensed in Minnesota and has earned the Series 7, Series 24, Series 52TO, Series 53 and Series 63 licenses, as well as the SIE. Anthony specializes in portfolio management for individuals and businesses, financial planning, pension consulting and educational seminars.
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
MN
09/02/2022 - Present
D.a. Davidson & Co. (Edina MN)
MN
05/20/2010 - 08/31/2022
AMERIPRISE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
MN
08/09/2007 - 05/04/2010
ROYAL ALLIANCE ASSOCIATES, INC. (ROSEVILLE MN)
MN
11/10/2006 - 07/17/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IN
12/18/2000 - 11/10/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/18/2000 - 11/10/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 06/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/17/2009
Series 4 - Registered Options Principal Examination
BC
Issued 12/17/2002
Series 24 - General Securities 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 12/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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