Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Sawtelle is a financial advisor who has been working in the industry since 2000. Anthony is currently registered with PNC Investments in Cleveland, Ohio. Anthony has previously held roles at several other firms, including Patrick Capital Markets, LLC, Transamerica Capital, Inc., ING Funds Distributor, LLC, Directed Services, Inc., Aetna Investment Services, LLC, Hackett Associates, Inc., and Pruco Securities Corporation. Anthony holds multiple licenses and certifications, including Series 6, 7, 24, 63, and 66. Anthony specializes in providing financial advice to individuals, corporations, and charitable organizations. Anthony is committed to providing his clients with personalized financial advice and guidance.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
01/19/2022 - Present
PNC Investments (CLEVELAND OH)
MO
12/21/2010 - 03/03/2011
PATRICK CAPITAL MARKETS, LLC (ST LOUIS MO)
CO
01/09/2007 - 11/04/2008
TRANSAMERICA CAPITAL, INC. (DENVER CO)
AZ
01/04/2006 - 01/03/2007
ING FUNDS DISTRIBUTOR, LLC (SCOTTSDALE AZ)
PA
08/16/2001 - 12/31/2005
DIRECTED SERVICES, INC. (WEST CHESTER PA)
CT
07/31/2000 - 08/16/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
PA
07/10/1998 - 04/18/2000
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
NJ
05/05/1998 - 07/10/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 12/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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