Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Jovanovich is a financial advisor with LPL Financial LLC. Anthony has been in the financial services industry since 1997. Anthony holds the Series 6, 7, 63, and 65 licenses and the SIE exam. Anthony has experience working with a variety of clients, including individuals, businesses, and retirement plans. Anthony specializes in financial planning, portfolio management, and investment advisory services. Anthony is also a member of the Professional Bowlers Association.
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.
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2
IL
02/04/2025 - Present
LPL Financial LLC (ELGIN IL)
IL
07/06/2005 - 06/05/2012
CHASE INVESTMENT SERVICES CORP. (ROCKFORD IL)
IL
11/21/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
WI
05/07/2001 - 09/04/2003
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
NY
07/15/1999 - 05/10/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
10/16/1997 - 07/15/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/16/1997 - 07/15/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 03/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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