Unclaimed
Anthony Ratkiewicz is a financial advisor with over 10 years of experience in the financial services industry. He currently works as a Registered Representative and Investment Advisor Representative for Ameritas Advisory Services, LLC, a firm headquartered in Lincoln, Nebraska. Anthony has also held positions with a number of other prominent financial institutions, including MML Investors Services, LLC, Hornor, Townsend & Kent, Inc., Park Avenue Securities LLC, and Wells Fargo Advisors, LLC. He holds the Series 7 and Series 66 licenses and has passed the Securities Industry Essentials Examination. Anthony's area of expertise includes financial planning, portfolio management, and pension consulting. He is committed to providing personalized guidance and support to help clients 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.
Solicitor fees
1
2
PA
11/18/2021 - Present
Ameritas Advisory Services, LLC (Washington PA)
PA
08/23/2018 - 11/22/2021
MML INVESTORS SERVICES, LLC (PITTSBURGH PA)
PA
05/13/2016 - 08/08/2018
HORNOR, TOWNSEND & KENT, INC. (PITTSBURGH PA)
PA
03/15/2013 - 05/16/2016
PARK AVENUE SECURITIES LLC (PITTSBURGH PA)
PA
03/21/2011 - 09/11/2012
WELLS FARGO ADVISORS, LLC (BETHEL PARK PA)
BOTH
Issued 04/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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