Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Pappas is a financial advisor with Edward Jones. Anthony has over 30 years of experience in the financial services industry. Anthony is a Registered Representative and an Investment Advisor Representative. Anthony is registered to provide financial services in 28 states. Anthony provides financial advice to individuals, families, businesses, and institutions. Anthony is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
See schedule d - miscellaneous
1
2
IL
03/09/2020 - Present
Edward Jones (GLEN ELLYN IL)
IL
11/03/2016 - 03/08/2018
SCOTTRADE, INC. (SCHAUMBURG IL)
IL
09/10/2013 - 11/07/2016
FIFTH THIRD SECURITIES, INC. (ITASCA IL)
IL
11/23/2007 - 03/21/2013
CITIGROUP GLOBAL MARKETS INC. (LOMBARD IL)
IL
02/17/1995 - 10/11/2007
ACCESS FINANCIAL GROUP, INC. (CHICAGO IL)
NY
07/21/1994 - 02/24/1995
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NA
04/10/1992 - 08/09/1994
MATHEWS, HOLMQUIST & ASSOCIATES, INC.
CO
11/11/1991 - 04/15/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 07/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/25/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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