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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Klingseisen is a financial advisor at Cadaret, Grant & Co., Inc. with over 17 years of experience in the industry. Anthony holds a Series 7, Series 63, and Series 66 securities licenses, as well as the SIE exam. Anthony is registered in Florida and Texas. Previously, he was affiliated with Equitable Advisors, LLC, Questar Capital Corporation, and Oppenheimer & Co. Inc. Anthony also provides insurance sales, fixed annuities, life/health, equity indexed annuities, index universal life insurance services.
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.
A percentage of the total value of assets under management is charged.
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2
FL
04/26/2023 - Present
Cadaret, Grant & CO., Inc. (Jupiter FL)
FL
02/26/2018 - 05/04/2023
EQUITABLE ADVISORS, LLC (BOCA RATON FL)
FL
11/24/2014 - 03/01/2018
QUESTAR CAPITAL CORPORATION (BOYNTON BEACH FL)
FL
10/02/2009 - 11/26/2014
WOODBURY FINANCIAL SERVICES, INC. (CORAL SPRINGS FL)
FL
08/04/2006 - 10/12/2009
OPPENHEIMER & CO. INC. (BOCA RATON FL)
BOTH
Issued 02/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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