Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Pecoraro is a financial advisor with over 28 years of experience in the financial services industry. Anthony currently works with LPL Financial LLC, providing a wide range of financial services including financial planning, portfolio management, and consulting. Anthony has a long history with LPL Financial LLC and BMO Harris Financial Advisors, Inc. Anthony has also previously worked with M&I Financial Advisors, Inc and Morgan Stanley & Co. Incorporated. Anthony holds Series 7, 63, 31, 55, 57TO and SIE licenses. Anthony is also a Chartered Financial Consultant.
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.
Consulting and other non-discretionary advisory services
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.
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2
WI
03/24/2021 - Present
LPL Financial LLC (WHITEFISH BAY WI)
WI
08/01/2012 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (WHITEFISH BAY WI)
WI
09/15/2008 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (WHITEFISH BAY WI)
WI
04/02/2007 - 09/03/2008
MORGAN STANLEY & CO. INCORPORATED (WAUWATOSA WI)
WI
06/25/1999 - 04/02/2007
MORGAN STANLEY DW INC. (WAUWATOSA WI)
NY
09/05/1995 - 06/15/1999
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
NA
03/16/1994 - 09/08/1995
RENAISSANCE FINANCIAL SECURITIES CORP.
IA
Issued 07/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/25/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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