Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Nardi is a financial advisor at Kingswood Wealth Advisors, LLC. Anthony has been in the financial services industry for over 10 years. Anthony holds the Series 63, 66, and 7 licenses and the SIE exam. Anthony is also a Certified Financial Planner. Anthony is currently registered to provide investment advisory services in Alabama, Arizona, California, Connecticut, Delaware, Florida, Maryland, Nevada, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia, and Washington. Anthony has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Anthony's previous work experience includes positions at J.P. Morgan Securities LLC, LPL Financial LLC, Financial Resources Group Investment Services, LLC, and Benchmark Investments, LLC.
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.
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.
Hourly consulting
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.
A percentage of the total value of assets under management is charged.
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2
CA
02/08/2022 - Present
Kingswood Wealth Advisors, LLC (SAN DIEGO CA)
NY
10/12/2021 - 05/19/2023
BENCHMARK INVESTMENTS, LLC (NEW YORK NY)
NY
09/16/2019 - 11/03/2021
LPL FINANCIAL LLC (ARDSLEY NY)
NY
09/18/2019 - 10/08/2021
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (ARDSLEY NY)
NY
02/06/2015 - 09/25/2019
J.P. MORGAN SECURITIES LLC (DOBBS FERRY NY)
NY
04/04/2014 - 02/09/2015
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 02/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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