Unclaimed
Anthony Bondoch is a financial advisor with over 20 years of experience in the financial services industry. Anthony is registered with Raymond James Financial Services Advisors, Inc. and holds a Series 7, 9, 10, 63, and 65 license, along with the SIE. Anthony has worked with a variety of clients, including individuals, families, businesses, and institutions, and is dedicated to providing personalized financial advice and investment management services that meet their unique needs.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
12/11/2012 - Present
Raymond James Financial Services Advisors, Inc. (ATLANTA GA)
GA
06/22/2001 - 03/09/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
IA
Issued 12/08/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/16/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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