Unclaimed
Anthony Pereira is a financial advisor with over 20 years of experience in the industry. Anthony has a strong track record of success, and is committed to providing personalized financial advice to help clients achieve their financial goals. Anthony holds the Series 6, Series 63, Series 6TO, and SIE licenses. Anthony is registered with Nylife Securities LLC and is located in The Dalles, OR. Anthony is committed to providing clients with the highest level of service and expertise.
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
OR
10/07/2019 - Present
Nylife Securities LLC (THE DALLES OR)
NY
08/12/1999 - 02/07/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 01/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/20/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Anthony Pereira is the right advisor for you? Invested Better is here to help.