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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Carl Passarello is a Registered Representative and Investment Adviser Representative with Wealthpenn.comllc. Anthony has been in the financial services industry since 1971 and holds Series 63, Series 65, Series 7, Series 1 and SIE licenses. Anthony has previously worked with Citigroup Global Markets Inc., Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Anthony is registered with the state of Connecticut, Texas and 36 other states.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CT
02/24/2020 - Present
Morgan Stanley (New Haven CT)
CT
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW HAVEN CT)
NY
11/22/1977 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/17/1976 - 11/22/1977
SHEARSON HAYDEN STONE INC.
NA
01/09/1976 - 11/17/1976
SHEARSON HAYDEN STONE INC.
NA
07/11/1975 - 02/08/1976
SECURITIES MANAGEMENT & RESEARCH, INC.
NA
03/02/1971 - 07/18/1975
INCOME FUNDS, INCORPORATED
IA
Issued 8/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/20/1977
PC - AMEX Put and Call Exam
BC
Issued 2/25/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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