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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Krncevic is a financial advisor registered with Avantax Advisory Services. Anthony has been working in the financial industry since 2010. He has experience providing investment advice, financial planning and portfolio management services to individuals, families, and businesses. Anthony holds the Series 7, Series 24, and Series 66 licenses. He is also registered to provide investment advisory services in Ohio and Texas.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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
TX
07/27/2022 - Present
Avantax Advisory Services (DALLAS TX)
OH
07/09/2014 - 05/19/2022
ROYAL ALLIANCE ASSOCIATES, INC. (MAUMEE OH)
OH
07/19/2011 - 06/18/2014
PNC INVESTMENTS (MENTOR OH)
OH
03/12/2010 - 06/08/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOLEDO OH)
BOTH
Issued 04/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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