Unclaimed
Anthony Zantua is a financial advisor who has been in the industry for over 20 years. Anthony is registered with Wellth Advisory Services, LLC. Anthony is a financial advisor who provides services to corporations, businesses, individuals, and pension and profit-sharing plans. Anthony provides financial planning, portfolio management, and pension consulting 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
MN
01/01/2025 - Present
Wellth Advisory Services, LLC (Prior Lake MN)
MN
10/19/2018 - 04/01/2019
KESTRA INVESTMENT SERVICES, LLC (Prior Lake MN)
MN
04/29/2013 - 11/02/2018
LPL FINANCIAL LLC (BURNSVILLE MN)
MN
05/08/2013 - 10/16/2018
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
WI
09/04/2009 - 04/03/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (NEW RICHMOND WI)
WI
09/30/2005 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (NEW RICHMOND WI)
MA
02/02/2004 - 09/02/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/02/2004 - 09/02/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
12/19/2002 - 09/17/2003
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/10/1991 - 04/14/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/24/1990 - 04/14/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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