Unclaimed
Anthony Tapia Magallanes is a financial advisor with over 15 years of experience in the industry. Anthony is currently registered with American Fidelity Securities, Inc. Anthony has held previous positions with Edward Jones, Countrywide Investment Services, Inc., UnionBanc Investment Services, LLC, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. Anthony holds Series 6, 7, 63, and 66 securities licenses, as well as the SIE exam. Anthony is registered in Arizona, California, and Nevada.
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.
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.
1
2
OK
01/12/2017 - Present
American Fidelity Securities, Inc. (OKLAHOMA CITY OK)
CA
08/18/2008 - 01/16/2009
EDWARD JONES (CANOGA PARK CA)
CA
07/13/2007 - 08/19/2008
COUNTRYWIDE INVESTMENT SERVICES, INC. (ENCINO CA)
CA
12/12/2006 - 07/11/2007
UNIONBANC INVESTMENT SERVICES, LLC (STUDIO CITY CA)
CA
12/09/2005 - 11/16/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (WESTLAKE VILLAGE CA)
CA
12/09/2005 - 04/28/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (WESTLAKE VILLAGE CA)
MA
03/15/2004 - 11/07/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/15/2004 - 11/07/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 01/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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