Unclaimed
Anthony De bellis is a financial advisor in Jacksonville, Florida, with over 25 years of experience in the industry. Anthony currently works with LPL Enterprise, LLC. Prior to this, Anthony has held positions at Cambridge Investment Research, Inc., MetLife Securities Inc., New England Securities, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Anthony is a registered representative with FINRA, and holds Series 4, 7, 24, 52, 53, and 63 licenses. Anthony specializes in financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
11/18/2024 - Present
LPL Enterprise, LLC (JACKSONVILLE FL)
FL
05/19/2016 - 12/09/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (JACKSONVILLE FL)
FL
07/02/2010 - 05/10/2016
METLIFE SECURITIES INC. (ORLANDO FL)
FL
04/14/2014 - 01/02/2015
NEW ENGLAND SECURITIES (ORLANDO FL)
GA
08/03/1998 - 03/22/2010
AMERIPRISE FINANCIAL SERVICES, INC. (ST MARY'S GA)
MN
08/03/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/08/2014
Series 4 - Registered Options Principal Examination
BC
Issued 05/05/2011
Series 24 - General Securities Principal Examination
BC
Issued 12/11/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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