Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Theodore Bregante is a financial advisor with over 20 years of experience in the industry. Anthony currently works for Brandes Investment Partners, LP as Director, National Accounts. Previously, Anthony worked for ALPS Distributors, INC. and Quasar Distributors, LLC. Anthony has a Series 6, Series 63, and Series 65 licenses. Anthony holds the SIE certification and is registered in all 50 states. Anthony specializes in investment company products, variable contracts, securities, and investment advisory services. Anthony provides investment advisory services to individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
08/21/2006 - Present
Brandes Investment Partners, LP (LA JOLLA CA)
CA
09/01/2015 - 07/12/2024
ALPS DISTRIBUTORS, INC. (LA JOLLA CA)
ME
04/28/2014 - 08/31/2015
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
BC
Issued 06/06/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/06/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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