Unclaimed
Anthony Mescher is a financial professional with over 30 years of experience in the industry. Anthony has a wide range of experience, having worked with firms like Prudential Securities Incorporated, EQUICO SECURITIES, INC., and LPL Financial LLC. Anthony holds licenses in multiple states, including Wisconsin, Texas, and California. Anthony specializes in providing a range of services, including financial planning, portfolio management, and investment consulting. Anthony is affiliated with LPL Financial LLC, a leading financial services firm.
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
WI
01/23/2025 - Present
LPL Financial LLC (HARTLAND WI)
WI
08/31/2004 - 10/29/2014
LPL FINANCIAL LLC (BURLINGTON WI)
NJ
02/03/2003 - 08/26/2004
HARRISDIRECT LLC (JERSEY CITY NJ)
NY
03/29/1994 - 02/03/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/23/1993 - 10/21/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
08/23/1993 - 10/21/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 04/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/05/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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