Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Speziale is a financial advisor with over 30 years of experience in the industry. Anthony is a Registered Representative with Trust Advisory Group Ltd. based in Birmingham, Alabama. Anthony has experience serving high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Anthony offers a variety of services, including financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
08/07/2017 - Present
Trust Advisory Group Ltd. (Saugus MA)
MA
06/14/2006 - 08/06/2010
COMMONWEALTH FINANCIAL NETWORK (SAUGUS MA)
MA
01/01/2004 - 06/19/2006
ING FINANCIAL PARTNERS, INC. (SAUGUS MA)
IA
03/10/1999 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
06/10/1998 - 03/10/1999
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
08/04/1997 - 12/23/1997
CFS BROKERAGE CORP. (NEW YORK NY)
TX
09/04/1996 - 06/20/1997
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
RI
01/19/1993 - 09/16/1994
FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)
GA
09/09/1986 - 12/04/1992
PFS INVESTMENTS INC. (DULUTH GA)
NA
06/03/1986 - 12/12/1986
PUTNAM FINANCIAL SERVICES, INC.
IA
Issued 06/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/25/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Anthony Speziale is the right advisor for you? Invested Better is here to help.
