Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony J. Ranvestel is a financial advisor based in Plano, TX. Anthony has been in the financial services industry since 2013 and is currently registered with J.p. Morgan Securities LLC. Anthony has a wide range of experience in the industry and holds several licenses and certifications, including Series 7, 63, 66, and 9. Anthony has been registered with J.p. Morgan Securities LLC since 2/17/2022 and has a long history of working with clients at different firms like Chase Investment Services Corp., BANC One Securities Corporation, UBS Paine Webber Inc., and Waddell & Reed, Inc., to name a few. Anthony specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
02/17/2022 - Present
J.p. Morgan Securities LLC (Plano TX)
IL
07/06/2005 - 09/03/2008
CHASE INVESTMENT SERVICES CORP. (BATAVIA IL)
IL
07/10/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
07/09/2002 - 05/14/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NA
01/28/1993 - 03/25/1993
WADDELL & REED, INC.
NA
11/19/1990 - 08/23/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
11/19/1990 - 08/23/1991
IDS LIFE INSURANCE COMPANY
NA
08/19/1986 - 01/01/1988
DEAN WITTER REYNOLDS INC.
BC
Issued 12/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/29/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/11/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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