Unclaimed
Anthony Lawrence Molina is a registered representative with Wealthfront Advisers LLC. Anthony has been in the industry for more than ten years. Prior to joining Wealthfront, Anthony was with Wells Fargo Advisors, LLC. Anthony is currently registered in the state of California. Anthony holds the Series 7, Series 66 and SIE licenses. Anthony holds a CPA license with the State of California. Anthony also owns Riviera Design Co. and manages an Airbnb and Turo rental business.
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.
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.
A percentage of the total value of assets under management is charged.
Revenue share with affiliate - bd
1
2
CA
09/12/2017 - Present
Wealthfront Advisers LLC (PALO ALTO CA)
CA
12/05/2013 - 04/22/2015
WELLS FARGO ADVISORS, LLC (SAN FRANCISCO CA)
BOTH
Issued 09/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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