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 Spano is an Investment Advisor Representative at Choreo, LLC. Anthony is a licensed investment advisor in Maryland, New York, and Texas. Anthony has been in the securities industry since 2002 and has worked at a number of firms, including BirchTree Financial Services LLC and Vanguard Marketing Corporation. Anthony holds the Series 6, 7, 63, and 66 licenses. Anthony is a Certified Financial Planner.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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.
A percentage of the total value of assets under management is charged.
1
2
IL
12/09/2020 - Present
Choreo, LLC (ROCKFORD IL)
MD
08/27/2003 - 07/17/2012
BIRCHTREE FINANCIAL SERVICES LLC (GAITHERSBURG MD)
PA
07/19/2002 - 05/07/2003
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 05/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Anthony Spano is the right advisor for you? Invested Better is here to help.
