Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Occhino is an investment advisor representative registered with Edward Jones. Anthony has been active in the financial industry since 1998. Anthony holds a Series 6, Series 7, Series 10, Series 63, Series 66, Series 99TO and the SIE exam. Anthony has experience working with individuals, businesses, pension plans, corporations, investment clubs and charitable organizations. Anthony is also a licensed Investment Advisor Representative in Arizona.
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.
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.
See schedule d - miscellaneous
1
2
AZ
07/22/2019 - Present
Edward Jones (Chandler AZ)
CT
03/21/2001 - 06/13/2005
ING FUNDS DISTRIBUTOR, LLC (WINDSOR CT)
GA
12/14/1998 - 08/24/1999
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 07/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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