Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Koppenheffer is a registered representative with Park Avenue Securities LLC. Anthony holds the Series 7, Series 63, and Series 7TO licenses. Anthony has been in the securities industry since March 24, 2016. Anthony is based in Naples, Florida.
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.
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
FL
04/15/2024 - Present
Park Avenue Securities LLC (NAPLES FL)
NJ
10/03/2011 - 05/05/2017
CV BROKERAGE, INC (WILLIAMSTOWN NJ)
PA
01/05/2011 - 06/07/2011
FIRST MIDWEST SECURITIES, INC. (WAYNE PA)
IL
09/26/2003 - 10/12/2005
GROUP ONE TRADING, L.P. (CHICAGO IL)
BC
Issued 02/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2024
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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