linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Anthony Joseph O'Kussick

THE Leaders Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Anthony? Claim Your Profile

About Anthony Joseph O'Kussick

Anthony O'Kussick is a financial advisor with The Leaders Group, Inc. based in Littleton, Colorado. Anthony has been in the financial services industry since 1993 and has a wide range of experience in securities, investment company products and variable contracts. Anthony is a registered representative and holds the Series 7, Series 6, Series 63 and Series 24 licenses.

Firm Information

Anthony O'Kussick is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Anthony O'Kussick’s Registration & Firm History

CO

08/22/2019 - Present

THE Leaders Group, Inc. (LITTLETON CO)

AZ

01/07/2015 - 09/29/2017

SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)

MA

04/03/2012 - 12/31/2012

THE O.N. EQUITY SALES COMPANY (BROOKLINE MA)

MA

03/27/2008 - 04/01/2010

SECURIAN FINANCIAL SERVICES, INC. (NEEDHAM MA)

MA

08/21/2001 - 12/10/2007

1717 CAPITAL MANAGEMENT COMPANY (NEWTON MA)

MA

09/09/1993 - 08/11/2000

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

09/09/1993 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

Not sure if Anthony Joseph O'Kussick is right for you?

Licenses & Designations

IA

Issued 02/02/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/15/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 09/29/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/1998

Series 7 - General Securities Representative Examination

BC

Issued 09/08/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Anthony Joseph O'Kussick. Review regulatory record here.
Not sure if Anthony Joseph O'Kussick is right for you?