Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony De Stefani is a financial advisor with over 20 years of experience in the industry. Anthony has a proven track record of success in helping clients achieve their financial goals. Anthony is currently registered with Ameriprise Financial Services, LLC and has previously been registered with Comerica Securities, Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., ScotTrade, Inc. and Edward Jones. Anthony holds the Series 63, Series 66, Series 7 and SIE licenses. Anthony is a dedicated professional committed to providing his clients with the highest level of service.
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.
Asset allocation 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
CA
08/21/2023 - Present
Ameriprise Financial Services, LLC (San Diego CA)
AZ
11/12/2010 - 11/06/2023
COMERICA SECURITIES (PHOENIX AZ)
CA
10/23/2009 - 11/16/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
CA
05/11/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN DIEGO CA)
MO
03/18/2004 - 05/10/2004
SCOTTRADE, INC. (ST. LOUIS MO)
MO
03/02/2004 - 03/17/2004
EDWARD JONES (ST. LOUIS MO)
MO
10/14/2003 - 03/01/2004
SCOTTRADE, INC. (ST. LOUIS MO)
BOTH
Issued 02/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Anthony De stefani is the right advisor for you? Invested Better is here to help.
