Unclaimed
Anthony Tarantino is an investment advisor representative with Ameriprise Financial Services, LLC. Anthony has been in the financial services industry since 2001 and has a Series 7, Series 66 and SIE. Anthony is registered in 13 states. Anthony is also on the board of directors for Tarantino. Ameriprise Financial Services, LLC is a large financial services company with over $1 billion in assets under management. Ameriprise provides advisory services for individuals, businesses, trusts and estates, and pension and profit-sharing plans.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
CA
11/06/2014 - Present
Ameriprise Financial Services, LLC (WALNUT CREEK CA)
MN
11/26/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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