Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Joseph D'angelo is an active investment advisor representative with over 15 years of experience in the financial industry. He is registered with Hornor, Townsend & Kent, LLC, and has served as a financial advisor for a variety of clients, including individuals, corporations, and charitable organizations. Anthony Joseph D'angelo has a strong understanding of investment strategies and is committed to providing personalized financial advice to help his clients reach 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.
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.
Trail commissions, distribution assistance fees
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2
CA
04/06/2023 - Present
Hornor, Townsend & Kent, LLC (LOS ANGELES CA)
CA
11/03/2021 - 04/10/2023
THE LEADERS GROUP, INC. (Santa Monica CA)
CA
02/24/2021 - 07/16/2021
M HOLDINGS SECURITIES, INC. (Santa Monica CA)
CA
10/15/2007 - 09/30/2020
EQUITABLE ADVISORS, LLC (LOS ANGELES CA)
BOTH
Issued 12/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/16/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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