Unclaimed
Anthony Stella is a registered representative with Western International Securities, Inc., working as a financial professional since 1970. Anthony has experience providing financial planning and portfolio management services to individuals, businesses, pension plans, and charitable organizations. Anthony holds various licenses, including Series 4, 7, 12, 40, 52, 63, and 65. Anthony has been actively involved in the financial services industry for over 50 years, bringing a wealth of experience and knowledge to his clients.
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.
1
2
NV
04/08/2020 - Present
Western International Securities, Inc. (Crystal Bay NV)
CA
06/09/2017 - 11/18/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WOODLAND HILLS CA)
CA
01/03/2011 - 06/12/2017
MORGAN STANLEY (WOODLAND HILLS CA)
CA
06/29/2001 - 01/06/2011
WELLS FARGO ADVISORS, LLC (WOODLAND HILLS CA)
NY
02/04/1998 - 06/26/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
07/15/1992 - 02/11/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
04/05/1978 - 07/09/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
01/18/1978 - 04/30/1978
LOEB PARTNERS
NA
09/08/1976 - 01/18/1978
LOEB, RHOADES & CO. INC.
NA
03/02/1970 - 11/19/1976
DEAN WITTER & CO. INCORPORATED
IA
Issued 09/24/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/1982
Series 4 - Registered Options Principal Examination
BC
Issued 05/15/1982
Series 12 - NYSE Branch Manager Examination
BC
Issued 06/24/1974
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1979
PC - AMEX Put and Call Exam
BC
Issued 02/16/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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