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. Corona is a financial advisor with over 23 years of experience in the industry. Anthony is currently registered with LPL Financial LLC in Fort Mill, SC. Anthony has also held positions with RBC Capital Markets, LLC, Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., Quick & Reilly, Inc., and UBS Financial Services Inc. Anthony holds the Series 66, SIE, and Series 7 licenses, and is a Certified Financial Planner. Anthony's experience includes providing financial planning, investment management, and other advisory services to individuals, businesses, and institutions.
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.
1
2
SC
12/14/2023 - Present
LPL Financial LLC (FORT MILL SC)
CT
11/27/2020 - 12/22/2023
RBC CAPITAL MARKETS, LLC (Westport CT)
CT
10/21/2011 - 12/21/2020
MORGAN STANLEY (RIDGEFIELD CT)
CT
10/23/2009 - 10/25/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RIDGEFIELD CT)
CT
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (RIDGEFIELD CT)
NY
08/03/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NJ
02/04/2000 - 08/20/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 02/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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