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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 John Dimona is an investment advisor representative. Anthony has been in the industry since 2010. Anthony is registered with Orion Portfolio Solutions, LLC in Nebraska, with his current branch location in Omaha. Prior to that, Anthony worked at GLOBAL ATLANTIC DISTRIBUTORS, LLC in Pennsylvania, INVESTMENT DISTRIBUTORS, INC. in Alabama, and THE LEADERS GROUP, INC. in Colorado. Anthony holds Series 7, 6, and 63 securities licenses, and a Series 65 investment advisor license. Anthony's experience includes working with individual investors, businesses, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. Anthony specializes in retirement planning, investment planning, and financial planning.
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.
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.
Portfolio management for educational savings & able plans
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NE
12/01/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
PA
09/12/2022 - 04/17/2023
GLOBAL ATLANTIC DISTRIBUTORS, LLC (BERWYN PA)
AL
02/15/2022 - 07/22/2022
INVESTMENT DISTRIBUTORS, INC. (BIRMINGHAM AL)
CO
01/16/2020 - 12/09/2020
THE LEADERS GROUP, INC. (LITTLETON CO)
PA
03/01/2010 - 08/28/2018
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IA
Issued 12/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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