Years of Experience
5-20+ Years
SAN RAFAEL, CA
24 Years Experience
0 Disclosures
ADVISOR BIO
Anthony Steven Tomasula is a financial advisor at Global Retirement Partners LLC with over 20 years of experience in the industry. He is registered with the state of New York and has licenses to offer financial products and services, including investment advisory services. Anthony specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. He is dedicated to helping clients achieve their financial goals. Anthony Steven Tomasula is also registered with the state of Florida, New York, Pennsylvania, and Washington, offering investment advisory services in all states.
SPECIALIZATIONS
LODI, CA
6 Years Experience
0 Disclosures
ADVISOR BIO
Anthony Acevedo is a registered representative with J.p. Morgan Securities LLC. Anthony is licensed in California and has been in the industry since January 28, 2019. Anthony holds Series 63, Series 6TO and SIE licenses. Anthony specializes in 1, 2, 4, 5, and 6.
SPECIALIZATIONS
LOS ANGELES, CA
2 Years Experience
0 Disclosures
ADVISOR BIO
Anthony Enriquez is a financial advisor with J.P. Morgan Securities LLC. Anthony is based in Los Angeles, California and is registered to sell securities in California. Anthony has been in the securities industry for a little over a year and is licensed to sell a variety of investment products. Anthony holds the Series 63, SIE, and Series 6TO licenses.
SPECIALIZATIONS
IRVINE, CA
0 Disclosures
ADVISOR BIO
Anthony Joseph-fahy Serrano is a Certified Financial Planner® and is an Investment Advisor Representative with West Wealth Group, LLC. Anthony holds a Series 65 license. Anthony has over 7 years of experience in the financial services industry. Anthony is licensed to provide advisory services in California. West Wealth Group, LLC is an independent Registered Investment Advisor (RIA) based in Irvine, California. The firm provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. West Wealth Group, LLC has a team of experienced professionals who are dedicated to providing clients with personalized financial advice and guidance.
SPECIALIZATIONS
SAN FRANCISCO, CA
3 Years Experience
0 Disclosures
ADVISOR BIO
Anthony Raieta is a financial advisor registered with UBS Financial Services Inc. Anthony is a licensed representative in the state of California, Pennsylvania, and 34 other states and has been working in the industry since June 2022. Anthony offers financial planning services as well as portfolio management for individuals and businesses.
SPECIALIZATIONS
SAN DIEGO, CA
20 Years Experience
0 Disclosures
ADVISOR BIO
Anthony Enrique Bird is a financial advisor with over 16 years of experience in the financial industry. Anthony is currently registered with LPL Financial LLC, a broker-dealer and investment advisor, and provides financial services to individual investors, businesses, and retirement plans. Anthony has held previous positions with MML Investors Services, LLC, LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc. Anthony is registered to provide investment advice in the states of Louisiana, Texas, and Florida.
SPECIALIZATIONS
ANAHEIM, CA
2 Years Experience
0 Disclosures
ADVISOR BIO
Anthony Na is a registered representative with J.p. Morgan Securities LLC in Anaheim, California. Anthony has been in the industry since November 22, 2022 and holds the Series 63, Series 6TO and SIE licenses. Anthony specializes in Investment Company Products, Variable Annuities, Mutual Funds, Retirement Planning, and College Savings Plans.
SPECIALIZATIONS
BREA, CA
7 Years Experience
0 Disclosures
ADVISOR BIO
Anthony Sanchez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Brea, CA. Anthony has been in the industry since 2016. Anthony has a combined 10 years of experience in the securities industry and the investment advisory business. Anthony works with a variety of clients including high-net-worth individuals, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations. Anthony is registered to offer investment advice in Arizona, California, Florida, Nevada, Oregon, Texas, and Washington. Anthony is also registered to offer investment advice in California and Texas.
SPECIALIZATIONS
SACRAMENTO, CA
0 Disclosures
ADVISOR BIO
Anthony Desantis is an Investment Advisor Representative with Allworth Financial, LP. Anthony has been in the industry since 1994. Anthony is registered with the state of Texas. Anthony has passed the Uniform Investment Adviser Law Examination and the Non-Member General Securities Examination.
SPECIALIZATIONS
LAKE FOREST, CA
9 Years Experience
0 Disclosures
ADVISOR BIO
Anthony Kramer is a financial advisor with J.P. Morgan Securities LLC. Anthony has been in the industry since 2016 and is licensed in California and Texas. He provides financial planning and portfolio management services for individuals, businesses, and institutions. Anthony is registered with the Financial Industry Regulatory Authority (FINRA) and has been awarded the Series 6, 7, 63, and 66 licenses.
SPECIALIZATIONS