Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Ianni is a financial professional with over 20 years of experience in the financial services industry. Anthony is currently registered with Oneamerica Securities, Inc. in Indiana. Anthony has held previous positions at Charles Schwab & Co., Inc., Fifth Third Securities, Inc., and Oneamerica Securities, Inc. Anthony holds several licenses and designations including Series 6, 7TO, 9, 10, 26, 63 and SIE. Anthony is committed to providing personalized financial advice to individuals, families, and businesses. Anthony specializes in financial planning, portfolio management, and retirement planning.
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.
1
2
IN
05/07/2024 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
IN
08/17/2020 - 04/08/2024
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
IN
01/28/2019 - 06/25/2020
FIFTH THIRD SECURITIES, INC. (INDIANAPOLIS IN)
IN
12/17/2001 - 07/02/2018
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
10/07/1999 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
BC
Issued 03/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/20/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/03/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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