Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Rinaldi is an active investment advisor representative with Lifemark Securities Corp. Anthony has over 36 years of experience in the financial services industry. He has a diverse background and has worked with various firms throughout his career, including Foresters Equity Services, Inc., QA3 Financial Corp., and National Planning Corporation. Anthony holds licenses in both Arizona and California, and is series 6, 7, 22, 26, 63, and 65 licensed. Anthony is a dedicated financial professional who strives to meet the needs of his clients.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
CA
10/12/2018 - Present
Lifemark Securities Corp. (Glendale CA)
CA
03/17/2011 - 10/15/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
CA
05/07/2010 - 02/11/2011
QA3 FINANCIAL CORP. (TARZANA CA)
CA
10/20/1999 - 09/22/2009
NATIONAL PLANNING CORPORATION (CALABASAS CA)
AZ
07/20/1995 - 10/15/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
06/15/1981 - 07/26/1995
FIRST INVESTORS CORPORATION
IA
Issued 08/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/11/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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