Unclaimed
Anthony Gambone is a financial advisor with Equity Services, Inc. Anthony has been in the financial services industry since 2012 and is registered with the state of Pennsylvania as an Investment Advisor Representative. Anthony holds Series 6, 7, and 63 licenses as well as the SIE exam. Anthony is also registered in Delaware, Georgia, New Jersey, and Tennessee. In addition to his work at Equity Services, Inc., Anthony is also an insurance agent for Evolution Financial Group, selling life, health, annuity, long term care, and disability insurance. Anthony has a strong background in financial planning and portfolio management for individuals and businesses.
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.
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.
1
2
PA
08/16/2019 - Present
Equity Services, Inc. (MEDIA PA)
PA
05/16/2012 - 03/22/2018
PRUCO SECURITIES, LLC. (Sinking Spring PA)
IA
Issued 02/11/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/15/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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