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'ascoli is a financial advisor with Oppenheimer & Co. Inc. located in DELRAY BEACH, FL. Anthony D'ascoli has been in the financial services industry since May 30, 2000. Anthony D'ascoli is registered with FINRA as an Investment Advisor Representative and holds the following licenses: Series 66, Series 7, and SIE. Anthony D'ascoli has previously worked at UBS FINANCIAL SERVICES INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Anthony D'ascoli offers advisory services to a wide range of clients including individuals, high-net-worth individuals, corporations, businesses, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Anthony D'ascoli is a partner in GREENWICH ESTATES LLC.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
10/05/2022 - Present
Oppenheimer & Co. Inc. (DELRAY BEACH FL)
CT
06/11/2009 - 07/29/2013
UBS FINANCIAL SERVICES INC. (STAMFORD CT)
NY
04/24/2000 - 06/15/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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