Unclaimed
Anthony Alan Palanza is a financial advisor registered with LPL Financial LLC. Anthony has been in the industry since 1985 and holds Series 6, Series 63 and SIE licenses. Anthony has worked with a variety of firms during his career, including Lincoln Financial Securities Corporation, LPL Financial LLC and WS Griffith Securities, Inc. Anthony is currently registered with LPL Financial LLC in Florida, Maine, New Hampshire, and New Jersey.
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
FL
08/30/2021 - Present
LPL Financial LLC (VENICE FL)
NH
10/30/2017 - 09/01/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (DOVER NH)
NH
06/03/2004 - 11/08/2017
LPL FINANCIAL LLC (DOVER NH)
CT
08/30/1993 - 06/15/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
01/05/1990 - 08/30/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IN
02/27/1985 - 10/07/1989
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
BC
Issued 10/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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