Unclaimed
Anthony Sce is a financial advisor with over 38 years of experience in the financial industry. Anthony is currently registered with United Planners' Financial Services of America, a limited partnership, and is licensed in several states, including New York, Arizona, Florida, Massachusetts, Nevada, New Hampshire, New Jersey, Ohio, and Idaho. Anthony is also a Certified Financial Planner and has held previous positions with other firms, including Waterstone Financial Group, Inc., Tower Square Securities, Inc., Advantage Capital Corporation, and Travelers Equities Sales, Inc. Anthony's expertise and experience make him a valuable resource for individuals and families seeking financial advice.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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
AZ
07/13/2021 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
NY
08/15/2005 - 09/01/2009
WATERSTONE FINANCIAL GROUP, INC. (BOHEMIA NY)
CA
01/05/1998 - 08/15/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
GA
08/15/1994 - 12/31/1997
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
04/18/1984 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 06/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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