Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Krtanjek is an investment professional with over 25 years of experience in the financial services industry. Anthony is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Anthony has previously worked at M&T Securities, Inc. and Liberty Securities Corporation. Anthony holds the Series 7, Series 6, and Series 63 licenses as well as the SIE exam. Anthony specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and providing consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
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2
NY
06/09/2021 - Present
LPL Financial LLC (WILLIAMSVILLE NY)
NY
01/02/2014 - 06/09/2021
M&T SECURITIES, INC. (WILLIAMSVILLE NY)
NY
05/01/1995 - 11/30/2012
M&T SECURITIES, INC. (WILLIAMSVILLE NY)
NY
10/03/1994 - 05/01/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
BC
Issued 06/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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