Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony D'ambrosio is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Anthony has been in the financial services industry since 1990. Anthony has a Series 7, Series 31, Series 63, and Series 65 license. Anthony is registered in the following states: Alabama, California, Connecticut, Delaware, Florida, Georgia, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas.
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.
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2
CT
04/27/2022 - Present
Wells Fargo Advisors Financial Network, LLC (OLD GREENWICH CT)
NY
07/12/2007 - 05/06/2022
UBS FINANCIAL SERVICES INC. (WHITE PLAINS NY)
NY
04/02/2007 - 07/13/2007
MORGAN STANLEY & CO., INCORPORATED (MT. KISKO NY)
NY
05/31/1994 - 04/02/2007
MORGAN STANLEY DW INC. (MT. KISKO NY)
NY
01/03/1992 - 06/01/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
FL
05/17/1990 - 01/14/1992
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
02/14/1990 - 03/22/1990
SOUTH RICHMOND SECURITIES, INC.
IA
Issued 06/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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