Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Jack Ceccacci is a financial advisor with over 10 years of experience in the industry. Anthony is currently registered with LPL Financial LLC in San Diego, California. Prior to joining LPL Financial LLC, Anthony worked at Park Avenue Securities LLC and AXA Advisors, LLC. Anthony holds Series 7, Series 24, and Series 66 licenses.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
11/05/2018 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
04/27/2016 - 09/18/2018
PARK AVENUE SECURITIES LLC (LA JOLLA CA)
CA
02/09/2011 - 04/26/2016
AXA ADVISORS, LLC (SAN DIEGO CA)
CA
12/08/2004 - 05/08/2007
AXA ADVISORS, LLC (SAN DIEGO CA)
BOTH
Issued 03/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2013
Series 24 - General Securities Principal Examination
BC
Issued 09/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Anthony Ceccacci is the right advisor for you? Invested Better is here to help.
