Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Charles Guadagnino is a financial advisor with Morgan Stanley. Anthony has been in the financial services industry since April 2008. He has a Series 7, 6, 63, and 66 licenses. He has a Certified Financial Planner designation. Anthony has been registered with Morgan Stanley since June 2019. Previously, he was registered with Fidelity Brokerage Services LLC from July 2013 to June 2019 and Northwestern Mutual Investment Services, LLC from April 2008 to July 2013. Anthony specializes in providing financial planning, portfolio management, and asset allocation advice to individuals, families, and businesses. He also offers educational seminars and other advisory services.
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
FL
06/14/2019 - Present
Morgan Stanley (Palm Beach Gardens FL)
FL
07/22/2013 - 06/17/2019
FIDELITY BROKERAGE SERVICES LLC (PALM BEACH GARDENS FL)
FL
04/08/2008 - 07/08/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PALM BCH GDNS FL)
BOTH
Issued 08/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/07/2008
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
Not sure Anthony Guadagnino is the right advisor for you? Invested Better is here to help.
