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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Nelson Badillo is a financial advisor with Edelman Financial Engines. Anthony has been working in the financial services industry for over 15 years. Anthony has experience with various financial products and services, including financial planning, portfolio management, and retirement planning. Anthony holds the Certified Financial Planner and Chartered Financial Consultant designations. Anthony has earned the Series 7, Series 63, Series 65, and Series 24 licenses.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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VA
02/08/2022 - Present
Edelman Financial Engines (FAIRFAX VA)
PA
01/24/2022 - 02/21/2022
CHARLES SCHWAB & CO., INC. (Yardley PA)
NC
12/19/2018 - 03/05/2021
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NC
03/08/2018 - 05/18/2018
PARK AVENUE SECURITIES LLC (CHARLOTTE NC)
VA
04/22/2016 - 11/22/2016
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
02/18/2013 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
NJ
05/10/2011 - 05/13/2011
SANDERS MORRIS HARRIS INC. (SHORT HILLS NJ)
NJ
08/26/2009 - 05/04/2011
SANDERS MORRIS HARRIS INC. (SHORT HILLS NJ)
NY
09/19/2007 - 04/24/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2020
Series 24 - General Securities Principal Examination
BC
Issued 05/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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