Anthony A. Desantis
Professional summary
Anthony Andrew Desantis, who also goes by Tony Desantis, is a registered financial advisor currently at AFFLUENT SOLUTIONS, LLC located in Beverly Hills, Michigan.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Anthony has worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 62, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Andrew Desantis's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 22, 2011 - Present
AFFLUENT SOLUTIONS, LLC
November 20, 2009 - June 30, 2010
PARK AVENUE SECURITIES LLC
October 19, 2009 - June 30, 2010
PARK AVENUE SECURITIES LLC
June 26, 2007 - October 22, 2009
THE O.N. EQUITY SALES COMPANY
February 27, 2003 - June 18, 2007
PARK AVENUE SECURITIES LLC
March 8, 2001 - December 31, 2002
MUTUAL SERVICE CORPORATION
January 16, 2001 - April 5, 2001
SUNAMERICA SECURITIES, INC.
June 1, 1998 - January 12, 2001
OSAIC FA, INC.
June 1, 1988 - June 1, 1998
LINCOLN FINANCIAL DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/22/2011)
Exams
Series 62
Date: 1/9/1989
Corporate Securities Limited Representative ExaminationCurrent Firm
AFFLUENT SOLUTIONS, LLC
CRD#: 116952 / SEC#:
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
