Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Sanchez Estrada is a financial advisor with Edelman Financial Engines in Ithaca, NY. Anthony has been in the industry since 2014 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Anthony is a Certified Financial Planner and holds the Series 6, 7, 63 and 65 licenses. Anthony is registered with the state of New York as an Investment Advisor Representative.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
NY
08/31/2021 - Present
Edelman Financial Engines (Ithaca NY)
VA
08/11/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
NM
02/06/2015 - 07/28/2016
THORNBURG SECURITIES CORPORATION (SANTA FE NM)
IA
Issued 05/22/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Anthony Estrada is the right advisor for you? Invested Better is here to help.
