Unclaimed
Anthony Saba is a registered representative with Bahl & Gaynor Inc. and an investment advisor representative with Quasar Distributors, LLC. Anthony has been in the industry since 1998 and has a wide range of experience in financial planning, portfolio management, and educational seminars. Anthony is registered to provide investment advisory services in Delaware, Illinois, Maryland, New Jersey, North Carolina, Pennsylvania, Virginia, and West Virginia.
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.
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.
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.
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
OH
03/07/2024 - Present
Bahl & Gaynor Inc. (CINCINNATI OH)
IL
02/09/2021 - 10/13/2023
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
IL
07/05/2007 - 02/12/2021
ADVISORS ASSET MANAGEMENT, INC. (LISLE IL)
IL
03/25/2002 - 07/10/2007
CLAYMORE SECURITIES, INC. (LISLE IL)
IL
12/10/1999 - 12/31/2001
NUVEEN INVESTMENTS (CHICAGO IL)
MN
01/28/1998 - 07/27/1999
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
IA
Issued 05/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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