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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Sanchez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Brea, CA. Anthony has been in the industry since 2016. Anthony has a combined 10 years of experience in the securities industry and the investment advisory business. Anthony works with a variety of clients including high-net-worth individuals, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations. Anthony is registered to offer investment advice in Arizona, California, Florida, Nevada, Oregon, Texas, and Washington. Anthony is also registered to offer investment advice in California and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
07/20/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BREA CA)
CA
07/11/2022 - 06/29/2023
WELLS FARGO CLEARING SERVICES, LLC (COSTA MESA CA)
CA
07/31/2020 - 06/21/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (REDONDO BEACH CA)
CA
07/06/2016 - 04/16/2019
J.P. MORGAN SECURITIES LLC (LA PALMA, CA)
BOTH
Issued 09/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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