Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony A Latini is a financial advisor with Janney Montgomery Scott LLC. Anthony has been in the industry since 1997 and has a wealth of experience in the financial services industry. Anthony holds Series 7, 63, 79TO, and SIE licenses and has passed the Series 24 exam. Anthony is registered with FINRA and is a registered advisor in 11 states. Anthony's firm, Janney Montgomery Scott LLC is a large financial services company with over $85 billion in assets under management. The firm offers a wide range of financial services, including financial planning, portfolio management, and investment banking. Anthony specializes in providing financial services to individuals, corporations, and other institutions.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
08/04/2022 - Present
Janney Montgomery Scott LLC (MEDIA PA)
PA
04/19/2011 - 07/28/2022
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
PA
05/14/2001 - 04/20/2011
CURTIS SECURITIES, LLC (PHILADELPHIA PA)
PA
03/26/1997 - 02/20/2001
BERWIND FINANCIAL, L.P. (PHILADELPHIA PA)
BC
Issued 11/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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