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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 Tsang is a financial advisor currently registered with LPL Financial LLC. Anthony has over 20 years of experience in the financial industry. Anthony has a strong background in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Anthony is registered in 52 states and 2 provinces. Anthony holds the Series 7, Series 24, Series 53, and Series 63 licenses. Anthony is also a registered investment advisor and holds the Series 65 license. Anthony has worked with LPL Financial LLC since 2009. Anthony has a strong track record of success and is committed to providing his 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
02/03/2015 - Present
LPL Financial LLC (SAN FRANCISCO CA)
CA
12/19/2008 - 09/08/2009
ASSOCIATED SECURITIES CORP. (COPPEROPOLIS CA)
CA
11/09/2006 - 12/31/2008
FSC SECURITIES CORPORATION (SAN MATEO CA)
CA
02/13/2006 - 10/23/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN MATEO CA)
CA
11/23/2004 - 02/14/2006
CITICORP INVESTMENT SERVICES (BURLINGAME CA)
TX
07/18/2000 - 11/04/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 04/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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