Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Ortale is a registered Investment Advisor Representative in the state of California. Anthony is affiliated with Insight Wealth Strategies, LLC and has been with the firm since August 2018. Before Insight Wealth Strategies, LLC, Anthony was affiliated with Mutual Securities, Inc., First Allied Securities, Inc., Charles Schwab & Co., Inc., and Geneos Wealth Management, Inc. Anthony has experience providing financial planning, educational seminars, and portfolio management for individuals and businesses. Anthony is a Series 63, 65, 66, 7, 9, 10, 24, and SIE licensed advisor.
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.
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.
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2
CA
10/24/2018 - Present
Insight Wealth Strategies, LLC (SAN RAMON CA)
CA
10/01/2018 - 06/30/2020
MUTUAL SECURITIES, INC. (San Ramon CA)
CA
01/22/2014 - 02/03/2017
FIRST ALLIED SECURITIES, INC. (WALNUT CREEK CA)
CA
07/01/2009 - 07/27/2010
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
TX
10/06/2008 - 06/22/2009
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
05/29/2007 - 09/09/2008
FIRST ALLIED SECURITIES, INC. (SAN RAMON CA)
CA
02/12/2007 - 05/16/2007
GENEOS WEALTH MANAGEMENT, INC. (SAN RAMON CA)
CA
11/02/1999 - 01/12/2007
TD AMERITRADE, INC. (SAN DIEGO CA)
BOTH
Issued 01/29/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2015
Series 24 - General Securities Principal Examination
BC
Issued 05/30/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/09/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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