Unclaimed
Anthony Erenyi is a financial advisor with LPL Financial LLC in Laguna Niguel, CA. Anthony Erenyi has been in the financial services industry since 1988 and has a long history of working with clients in the area. Anthony Erenyi has earned the Certified Financial Planner designation and holds multiple securities licenses. Anthony Erenyi specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses. Anthony Erenyi also provides services to charitable organizations and pension plans.
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.
Consulting and other non-discretionary advisory services
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
05/01/2024 - Present
LPL Financial LLC (LAGUNA NIGUEL CA)
CA
05/22/2002 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (LAGUNA NIGUEL CA)
CA
01/28/1998 - 05/21/2002
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
04/14/1992 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NY
11/28/1989 - 04/07/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
03/10/1989 - 07/28/1989
CALVERT SECURITIES CORPORATION
NA
08/25/1988 - 05/02/1989
MML INVESTORS SERVICES, INC.
BC
Issued 08/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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