Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tony? Claim Your ProfileTony Jerome Lantis is a financial advisor with Kingsview Wealth Management, LLC, located in Casper, Wyoming. Tony has been in the industry since 1993 and is registered with the state of Wyoming as an Investment Advisor Representative. Tony also holds Series 63, 65, 7 and SIE licenses. Tony has a strong background in providing financial planning, portfolio management, and investment advice. Tony has worked with a wide range of clients, including individuals, businesses, investment companies, and charitable organizations. Tony's previous experience includes positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC.
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.
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.
Strategic management for diversified investment portfolios.
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
WY
09/19/2019 - Present
Kingsview Wealth Management, LLC (Casper WY)
WY
12/21/2005 - 09/23/2019
WELLS FARGO CLEARING SERVICES, LLC (CASPER WY)
MO
03/17/1998 - 10/03/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MN
08/13/1993 - 04/14/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 11/07/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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