Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Jurado is a financial advisor who has been in the industry for over 20 years. He is currently registered with Lodestar Private Asset Management LLC as an Investment Advisor Representative. Anthony holds Series 6, 7, 24, 63, and 65 licenses and has experience with both individuals and businesses. Anthony is known for his expertise in financial planning and portfolio management and focuses on providing personalized advice and service.
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.
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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CA
10/14/2016 - Present
Lodestar Private Asset Management LLC (ALAMO CA)
CA
10/04/2000 - 10/10/2016
LPL FINANCIAL LLC (CASTRO VALLEY CA)
MO
04/26/2000 - 08/09/2000
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 10/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/10/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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