Unclaimed
Anthony Hayek is a financial advisor currently registered with Centaurus Financial, Inc. in Santa Barbara, CA and Anaheim, CA. Anthony has been in the industry since August 2015 and has experience in financial planning, portfolio management, and educational seminars. Anthony has also previously been employed by Fidelity Brokerage Services LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Anthony is currently licensed to provide investment advice in California and has passed several industry exams including the Series 7, Series 10, Series 9, and Series 66 examinations.
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
CA
02/05/2024 - Present
Centaurus Financial, Inc. (SANTA BARBARA CA)
CA
02/10/2022 - 04/11/2022
FIDELITY BROKERAGE SERVICES LLC (SANTA MONICA CA)
CA
04/17/2013 - 08/17/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
BOTH
Issued 06/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/27/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Anthony Hayek is the right advisor for you? Invested Better is here to help.