Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Roa is a financial advisor registered with Cetera Investment Advisers LLC, with offices in Jacksonville, Oregon. Anthony has been a financial advisor for over seven years and holds a Series 7, Series 66, and SIE licenses. His experience includes working with a range of clients, including high-net-worth individuals, corporations, and charitable organizations. He has worked with JPMorgan Securities LLC and Cetera Advisor Networks LLC in the past. Anthony offers financial planning, portfolio management, and investment advisory services to help individuals and businesses achieve their financial goals.
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.
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.
1
2
OR
10/01/2024 - Present
Cetera Investment Advisers LLC (JACKSONVILLE OR)
OR
12/03/2015 - 08/08/2018
J.P. MORGAN SECURITIES LLC (MEDFORD OR)
BOTH
Issued 12/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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