Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Christopher Parente is a financial advisor who has been in the industry since July 2012. Anthony is currently registered with Wells Fargo Clearing Services, LLC. Anthony is also registered with the following states: California, Colorado, Connecticut, Florida, Georgia, Idaho, Maryland, Massachusetts, Minnesota, New Hampshire, New Jersey, New York, North Carolina, Ohio, Virginia, and Washington. Anthony has passed the Series 6, Series 7, Series 66 and SIE exams. Anthony has previously worked with JPMorgan Securities LLC and Chase Investment Services Corp..
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
FL
10/13/2017 - Present
Wells Fargo Clearing Services, LLC (CORAL SPRINGS FL)
FL
10/01/2012 - 06/29/2017
J.P. MORGAN SECURITIES LLC (POMPANO BEACH FL)
FL
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (POMPANO BEACH FL)
BOTH
Issued 10/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2012
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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