Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Collica is an experienced financial professional with over 15 years in the industry. Anthony is a CERTIFIED FINANCIAL PLANNER™ professional and CHARTERED FINANCIAL CONSULTANT and is registered with Osaic Wealth, Inc. in Florida. Anthony specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Anthony has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Raymond James & Associates, Inc. Anthony is dedicated to helping clients achieve their financial goals.
Fprt Lauderdale, FL
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.
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.
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2
FL
10/24/2022 - Present
Osaic Wealth, Inc. (Fprt Lauderdale FL)
MI
05/12/2010 - 10/25/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
MI
10/15/2009 - 05/04/2010
CHASE INVESTMENT SERVICES CORP. (MACOMB MI)
MI
06/08/2006 - 08/17/2009
RAYMOND JAMES & ASSOCIATES, INC. (MACOMB MI)
BOTH
Issued 6/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/7/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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