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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Anton is a financial advisor with over 30 years of experience in the industry. Jeffrey is registered to provide securities and investment advisory services in multiple states. Currently, Jeffrey Anton is associated with Osaic Wealth, Inc. in Belmont, California. Prior to that, Jeffrey Anton was with Securities America, Inc. and Foothill Securities, Inc. Jeffrey has a diverse range of experience, including tax preparation and insurance sales, and is a certified Covered California agent for the Affordable Care Act. Jeffrey Anton's specialties include portfolio management for individuals and businesses, financial planning, and pension consulting.
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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (BELMONT CA)
CA
12/08/2016 - 06/14/2024
SECURITIES AMERICA, INC. (BELMONT CA)
CA
11/27/2000 - 12/08/2016
FOOTHILL SECURITIES, INC. (BELMONT CA)
CA
09/03/1996 - 11/27/2000
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
GA
09/03/1986 - 07/12/1989
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
NA
02/06/1986 - 10/20/1986
H.D. VEST INVESTMENT SECURITIES, INC.
IA
Issued 01/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/18/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/30/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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