Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Allio is a financial advisor with Stephens, a well-established firm with a strong presence in the financial services industry. Anthony has been in the industry since 2008 and holds a variety of licenses and certifications, including Series 7, Series 63, and Series 79. He is also a licensed agent in Arkansas and Texas. Anthony specializes in a range of financial services, including portfolio management, investment banking, and financial planning. Anthony has experience with both individual and corporate clients. His experience and expertise in financial services make him a valuable resource for individuals and businesses seeking advice and guidance.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
06/26/2012 - Present
Stephens (DALLAS TX)
OH
11/25/2008 - 05/23/2012
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
BC
Issued 02/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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