Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Piccolo is a financial advisor with Wells Fargo Clearing Services, LLC. Anthony has been in the industry since 1984 and holds several licenses including Series 6, 7, 22, 63, and 65. Anthony specializes in working with individuals, families, and businesses, helping them to achieve their financial goals. Anthony has a strong commitment to his clients and believes in providing them with personalized advice and guidance. Prior to joining Wells Fargo, Anthony worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and IDS Marketing Corporation. Anthony is a CERTIFIED FINANCIAL PLANNER™ professional. Anthony is also actively involved in the community and supports various charitable organizations.
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.
Investment consulting services to institutional clients
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
PA
08/19/2016 - Present
Wells Fargo Clearing Services, LLC (PLAINS PA)
PA
01/29/1987 - 02/13/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILKES BARRE PA)
NA
06/05/1984 - 01/21/1987
IDS MARKETING CORPORATION
NA
06/05/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 10/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/04/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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