Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Panto is an Investment Advisor Representative in Marlton, NJ. Anthony has been in the industry for 33 years and is currently registered with Lincoln Investment and Capital Analysts. Anthony has previously been registered with Raymond James Financial Services, Inc. and Sagepoint Financial, Inc.. Anthony has passed the Series 6, 7, 63, 65 and 24 exams. Anthony specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisers. Anthony is also licensed to sell small group health insurance.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
01/12/2023 - Present
Lincoln Investment (MARLTON NJ)
NJ
02/01/2019 - 02/08/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (WEST DEPTFORD NJ)
NJ
01/17/2012 - 02/06/2019
SAGEPOINT FINANCIAL, INC. (SEWELL NJ)
NJ
05/31/1990 - 01/20/2012
AXA ADVISORS, LLC (MARLTON NJ)
NY
05/31/1990 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/30/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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