Unclaimed
Anthony Avino is a financial advisor with Fidelity Personal AND Workplace Advisors in OAK BROOK, Illinois. Anthony has been in the industry for 1 year. Anthony's primary registration is with the state of Illinois and is also registered in Arizona, California, Colorado, Connecticut, Florida, Georgia, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington and Wisconsin. Anthony's firm has more than 13,000 clients and manages over $818 billion in assets. The firm provides financial planning, educational seminars, and portfolio management services to individuals, businesses, and retirement plans.
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.
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.
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
IL
06/05/2024 - Present
Fidelity Personal AND Workplace Advisors (OAK BROOK IL)
BOTH
Issued 06/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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