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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Agosta is a financial advisor with over 30 years of experience in the industry. Anthony is registered with Raymond James & Associates, Inc. and holds the Series 7, 31, 63 and 65 securities licenses. Anthony also holds the SIE exam. Anthony has been with Raymond James & Associates, Inc. since 2014. Prior to that, Anthony worked at Wells Fargo Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Anthony has extensive experience providing financial planning, portfolio management, and investment advice to individuals and businesses. Anthony is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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
MI
05/29/2014 - Present
Raymond James & Associates, Inc. (FARMINGTON HILLS MI)
MI
01/23/2009 - 05/29/2014
WELLS FARGO ADVISORS, LLC (TROY MI)
MI
09/24/1987 - 01/27/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
IA
Issued 04/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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