Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Dipace is a financial advisor who has been in the industry since 2017. Anthony is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has also previously worked at Edward Jones, Key Investment Services LLC, and Citizens Securities, Inc. Anthony holds licenses for Series 6, 7, 63, and 66 and has experience providing financial services for a range of clients including individuals, corporations, institutions, and charitable organizations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
06/08/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ALBANY NY)
NY
11/21/2019 - 04/14/2020
EDWARD JONES (LATHAM NY)
NY
10/06/2017 - 08/01/2019
KEY INVESTMENT SERVICES LLC (ALBANY NY)
NY
08/22/2016 - 09/11/2017
CITIZENS SECURITIES, INC. (LOUDONVILLE NY)
BOTH
Issued 01/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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