Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Alleca is a financial advisor at Edward Jones. Anthony has been working in the financial services industry since 1998. Anthony holds the Series 7, 24, 63, and 65 licenses. Anthony is also a Certified Financial Planner. Anthony has experience working with individuals, corporations, businesses, and high net worth individuals. Anthony's current firm Edward Jones has over $824 billion in assets under management and specializes in financial planning, portfolio management, and pension consulting.
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.
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.
See schedule d - miscellaneous
1
2
NY
06/29/2021 - Present
Edward Jones (HAMBURG NY)
NY
09/21/2016 - 10/03/2017
KEY INVESTMENT SERVICES LLC (NORTH TONAWANDA NY)
NY
05/16/2012 - 09/21/2016
LPL FINANCIAL LLC (WEST SENECA NY)
NY
09/13/2011 - 05/24/2012
VALIC FINANCIAL ADVISORS, INC. (LATHAM NY)
NY
06/30/1999 - 09/09/2011
LANDMARK INVESTMENT GROUP, INC (CHEEKTOWAGA NY)
NJ
03/23/1998 - 10/13/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 12/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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