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Anthony L. Panto

Anthony l. panto

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location of Anthony L. PantoSewell, New Jersey, United States
Phone number of Anthony L. Panto+91 xxxx xxxxx
Followers of Anthony L. Panto754 followers

  • Timeline

    Apr 1990 - Jan 2012

    Vice President

    Karr Barth Associates of AXA Advisors, LLC
    Jan 2012 - Jan 2019

    Business Owner

    Panto Wealth Strategies
    Jan 2019 - Jan 2023

    Financial Advisor

    Eagle Wealth Strategies
    Current Company
    Jan 2023 - now

    Senior Financial Advisor

    Lincoln Investment

  • About me

    Senior Financial Advisor

  • Education

    • The wharton school

      1986 - 1990
      Aba finance & accounting

    • Temple university

      1978 - 1983
      Ba communications

  • Experience

    • Karr barth associates of axa advisors, llc

      Apr 1990 - Jan 2012
      Vice president

    • Panto wealth strategies

      Jan 2012 - Jan 2019
      Business owner

    • Eagle wealth strategies

      Jan 2019 - Jan 2023
      Financial advisor

      Specialties: Independent investment management, life insurance, cost efficient group health insurance strategies including HSA and HRA plans as well as employee centered 401(k) plans.

    • Lincoln investment

      Jan 2023 - now
      Senior financial advisor

  • Licenses & Certifications

    • Life and health insurance licenses - nj, pa, de, fl, ny

      Banking and insurance dept

    • Series 24 general securities principal license

      Finra

    • Series 63 and 65 uniform securities agent state law and investment advisor licenses

      Finra

    • Series 7 general securities license

      Finra

  • Volunteer Experience

    • South Board Member

      Issued by Junior Achievement of New Jersey on Sept 2005
      Junior Achievement of New JerseyAssociated with Anthony L. Panto

    • Board Member

      Issued by Washington Township Advisory Board of Economic Development on Jan 2017
      Washington Township Advisory Board of Economic DevelopmentAssociated with Anthony L. Panto