Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Carl Lazzeri is a registered representative with Touchstone Advisors Inc. in Cincinnati, OH. Anthony Carl Lazzeri has been in the industry since January 6, 2019. Anthony Carl Lazzeri has passed the Series 7, Series 6, and Series 66 exams and holds the SIE designation. Anthony Carl Lazzeri has previously worked at J.P. MORGAN SECURITIES LLC in Florence, KY. Anthony Carl Lazzeri currently has registrations in Ohio, with a focus on investment companies.
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.
Strategic management for diversified investment portfolios.
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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2
OH
05/12/2022 - Present
Touchstone Advisors Inc. (CINCINNATI OH)
KY
06/21/2013 - 08/15/2016
J.P. MORGAN SECURITIES LLC (FLORENCE KY)
BOTH
Issued 05/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/10/2021
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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