Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Orestano is a financial professional with over 15 years of experience in the industry. Anthony is currently registered with Allspring Funds Management, LLC. Anthony has held previous positions with Wells Fargo Clearing Services, LLC, MML Investors Services, LLC, Independent Financial Group, LLC, Capital Brokerage Corporation, LPL Financial Corporation, Nicholas-Applegate Securities LLC, and Pacific Corporate Finance, Inc. Anthony has a wide range of experience in the financial industry, including portfolio management, investment advisory, and financial planning.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
08/04/2020 - Present
Allspring Funds Management, LLC (Temecula CA)
CA
09/15/2017 - 10/29/2019
WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)
ID
11/03/2016 - 02/06/2017
MML INVESTORS SERVICES, LLC (Meridian ID)
CA
06/07/2011 - 07/28/2015
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
VA
12/16/2008 - 05/18/2011
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CA
02/21/2007 - 10/14/2008
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
CA
03/03/2000 - 04/09/2002
NICHOLAS-APPLEGATE SECURITIES LLC (SAN DIEGO CA)
CA
11/09/1999 - 01/18/2000
PACIFIC CORPORATE FINANCE, INC. (LA JOLLA CA)
BOTH
Issued 03/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/11/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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