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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Apostolidis is a financial advisor with LPL Financial LLC. Anthony has been in the financial industry since 1989. Anthony is registered as a broker-dealer in 27 states and an investment advisor in 2 states. Anthony holds multiple licenses, including Series 6, 7, 22, 24, 63, and 66. Anthony specializes in working with individuals, high-net-worth individuals, businesses, corporations, pension plans, 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.
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
05/05/2015 - Present
LPL Financial LLC (STOCKTON CA)
KS
03/12/1997 - 07/18/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
KS
06/22/1988 - 01/23/1996
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 11/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/06/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/20/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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