Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Lippis is a financial advisor at Hornor, Townsend & Kent, LLC. Anthony has been in the financial services industry since 2007. Anthony is licensed to provide investment advisory services in New Jersey. Anthony specializes in providing financial planning, pension consulting, and portfolio management services 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.
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.
Trail commissions, distribution assistance fees
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2
NJ
09/22/2023 - Present
Hornor, Townsend & Kent, LLC (GLEN ROCK NJ)
NJ
03/20/2018 - 08/12/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (CRANFORD NJ)
NY
06/19/2017 - 10/25/2017
LPL FINANCIAL LLC (FOREST HILLS NY)
NY
05/24/2016 - 06/19/2017
CITIGROUP GLOBAL MARKETS INC. (FRANKLIN SQUARE NY)
NY
08/01/2014 - 05/23/2016
ESSEX NATIONAL SECURITIES, LLC (NEW HYDE PARK NY)
NY
09/08/2011 - 09/30/2013
TD AMERITRADE, INC. (FOREST HILLS NY)
NY
04/14/2011 - 08/31/2011
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (HAUPPAUGE NY)
NY
04/20/2009 - 08/05/2010
METLIFE SECURITIES INC. (HAUPPAUGE NY)
NY
04/09/2008 - 01/27/2009
OBSIDIAN FINANCIAL GROUP, LLC (WOODBURY NY)
NY
09/26/2007 - 04/15/2008
WESTROCK ADVISORS, INC. (WOODBURY NY)
NY
07/09/2007 - 08/30/2007
MILESTONE FINANCIAL SERVICES, INC. (ROCKY POINT NY)
BOTH
Issued 10/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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