Unclaimed
Anthony Raymond Przechera is a financial advisor with LPL Financial LLC. Anthony has over 30 years of experience in the financial services industry. Anthony is licensed to sell securities in Arizona, California, Colorado, Florida, Hawaii, Montana, New Mexico, North Carolina, Texas, and Utah. Anthony is also registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) in Colorado and Texas. Anthony's professional background includes previous positions with Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Gunnallen Financial, Inc, Superior Financial Services,Inc., Richmond Hillcrest & Company, Inc., Dean Witter Reynolds Inc., PaineWebber Incorporated, Kensington Securities, Inc., Prudential Securities Incorporated, and Gruntal & Co. Incorporated. Anthony specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations.
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.
1
2
OH
01/23/2013 - Present
LPL Financial LLC (ASHLEY OH)
CO
01/03/2011 - 08/22/2011
WELLS FARGO ADVISORS, LLC (PAGOSA SPRINGS CO)
CO
05/16/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (DURANGO CO)
CO
09/11/2002 - 05/25/2007
GUNNALLEN FINANCIAL, INC (MANCOS CO)
WI
07/20/2001 - 09/11/2002
SUPERIOR FINANCIAL SERVICES,INC. (JACKSON WI)
CA
02/22/2001 - 07/18/2001
RICHMOND HILLCREST & COMPANY, INC. (SHERMAN OAKS CA)
NY
05/24/1999 - 02/12/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
03/26/1998 - 04/26/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
FL
01/09/1998 - 04/01/1998
GUNNALLEN FINANCIAL, INC (TAMPA FL)
CA
10/10/1995 - 01/09/1998
KENSINGTON SECURITIES, INC. (ALISO VIEJO CA)
NY
08/11/1992 - 10/16/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/18/1992 - 07/02/1992
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 08/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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