Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Alberico is a financial advisor at U.S. Bancorp Advisors, LLC, with over 15 years of experience in the industry. Anthony holds a Series 7, Series 63, Series 66, and Series 24 licenses. Anthony is a CERTIFIED FINANCIAL PLANNER™ professional. Anthony has worked with various clients throughout the years including individuals, businesses, and pension and profit-sharing plans. Anthony has worked for several firms including J.P. Morgan Securities LLC, Chase Investment Services Corp., Banc One Securities Corporation, and TD Waterhouse Investor Services, Inc. Anthony is currently registered with the states of Alabama, Arizona, California, Colorado, Florida, Hawaii, Idaho, Iowa, Maryland, Minnesota, Missouri, Nevada, New Hampshire, Ohio, Oregon, Tennessee, Texas, Vermont, and Washington. Anthony is actively involved with the financial services industry to ensure that clients receive the highest quality of service.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
06/29/2022 - Present
U.s. Bancorp Advisors, LLC (SAN DIEGO CA)
CA
07/30/2015 - 05/01/2020
UNIONBANC INVESTMENT SERVICES, LLC (SAN DIEGO CA)
NY
04/07/2009 - 07/07/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
IL
08/27/2004 - 07/29/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
03/29/2004 - 07/29/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
11/07/2002 - 11/14/2003
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NE
10/06/2000 - 08/15/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 04/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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