Unclaimed
Anthony Agostino Torrioni is a financial advisor registered with LPL Financial LLC. Anthony is a registered representative in the state of New Jersey and has been in the financial services industry since 1995. He has passed several securities exams including Series 6, Series 7, Series 24, and Series 63 and is currently registered as a Registered Representative with LPL Financial LLC. Anthony has previous experience with Prudential Securities Incorporated, Prime Capital Services, Inc., and C.J.M. Planning Corp.
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.
Consulting and other non-discretionary advisory services
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
NJ
06/06/2002 - Present
LPL Financial LLC (CALDWELL NJ)
NY
06/23/1997 - 02/26/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/30/1996 - 05/22/1997
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
NJ
03/03/1995 - 12/12/1995
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
IA
Issued 11/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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