ADVISOR BIO

Anthony Arriaran is a financial advisor registered with Edelman Financial Engines. Anthony Arriaran has been in the financial services industry since 2017. Anthony Arriaran is licensed to provide financial advice in California and Texas. Anthony Arriaran holds the Series 63, 65, and 7 licenses. Anthony Arriaran is also a Certified Financial Planner. Anthony Arriaran has experience working with various clients, including high-net-worth individuals, pension and profit-sharing plans, individuals other than high-net-worth, charitable organizations, and corporations or other businesses.

SPECIALIZATIONS

ADVISOR BIO

Anthony Nardi is a financial advisor at Kingswood Wealth Advisors, LLC. Anthony has been in the financial services industry for over 10 years. Anthony holds the Series 63, 66, and 7 licenses and the SIE exam. Anthony is also a Certified Financial Planner. Anthony is currently registered to provide investment advisory services in Alabama, Arizona, California, Connecticut, Delaware, Florida, Maryland, Nevada, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia, and Washington. Anthony has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Anthony's previous work experience includes positions at J.P. Morgan Securities LLC, LPL Financial LLC, Financial Resources Group Investment Services, LLC, and Benchmark Investments, LLC.

SPECIALIZATIONS

ADVISOR BIO

Anthony Ossola is a financial advisor with Prospera Financial Services, Inc. Anthony has been in the industry since 2000 and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Anthony is a Series 66, Series 24, Series 31, and Series 7 licensed professional. Anthony is also registered in several states, including Arizona, Arkansas, California, Colorado, Kansas, Montana, Nevada, Texas, Utah, and Wyoming.

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ADVISOR BIO

Anthony Rojo is a financial advisor with J.P. Morgan Securities LLC. Anthony has been in the industry since October 2008, having worked for previous firms like Chase Investment Services Corp. and Wells Fargo Investments, LLC. Anthony has a Series 7, Series 66, and SIE license. Anthony is registered with the Securities and Exchange Commission (SEC) and FINRA. Anthony has been a Registered Representative and Investment Adviser Representative for the past 11 years. Anthony is a registered representative in 24 states. Anthony's office is located at 98 W. PORTAL AVE in SAN FRANCISCO, CA.

SPECIALIZATIONS

ADVISOR BIO

Anthony Nguyen is a financial professional with experience in the securities industry. Anthony Nguyen is currently registered with J.P. Morgan Securities LLC. Anthony Nguyen has been in the industry since 2018 and has a broad range of experience across several states. Anthony Nguyen provides financial planning, pension consulting and selection of other advisors services to their clients. Anthony Nguyen is also registered with the state of Texas as an Investment Advisor Representative.

SPECIALIZATIONS

ADVISOR BIO

Anthony Glodava Jr. is a financial advisor with LPL Financial LLC. Anthony has been working in the financial services industry since 1997. Anthony has experience working for Morgan Stanley and Morgan Stanley & Co. Incorporated. Anthony is licensed in California and Utah.

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ADVISOR BIO

Anthony Durham is a registered representative with Wells Fargo Clearing Services, LLC. Anthony has been in the securities industry for over 9 years and has a Series 7, Series 6, Series 63, and Series 65 licenses. Anthony also holds the SIE exam designation. Anthony Durham is currently registered in California and Hawaii. Anthony Durham has experience working in the financial services industry, including working for Wells Fargo Bank NA and Wells Fargo Advisors LLC.

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ADVISOR BIO

Anthony Christopher Bott is a financial advisor with Morgan Stanley. Anthony has been in the industry since 2007. Anthony has experience with both individual and institutional clients and is licensed in 53 states and the District of Columbia. Anthony has a wide range of experience including providing financial planning, asset allocation advice, and portfolio management services for individuals, businesses, and investment companies. Anthony is also experienced in providing pension consulting and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

Anthony Mowrer is a financial advisor with Madison Avenue Securities, LLC. Anthony has been in the financial industry since 1989 and has a wide range of experience. Anthony is registered in 28 states and is a Series 4, 7, 24, 63 and 65 licensed professional. Anthony specializes in providing financial planning services, pension consulting, and portfolio management for individuals and businesses. Anthony's previous experience includes roles at CETERA Advisor Networks LLC, Summit Brokerage Services, Inc., J.P. Turner & Company, L.L.C., H.J. Meyers & Co., Inc. and Hibbard Brown & Co., Inc.

SPECIALIZATIONS

ADVISOR BIO

Anthony Erenyi is a financial advisor with LPL Financial LLC in Laguna Niguel, CA. Anthony Erenyi has been in the financial services industry since 1988 and has a long history of working with clients in the area. Anthony Erenyi has earned the Certified Financial Planner designation and holds multiple securities licenses. Anthony Erenyi specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses. Anthony Erenyi also provides services to charitable organizations and pension plans.

SPECIALIZATIONS