Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony DeFranco is a financial advisor with over 26 years of experience in the financial services industry. He is currently registered with Avantax Advisory Services, a firm that provides financial planning, investment management, and other services. Anthony DeFranco has a wide range of experience, including working with individuals, families, and businesses. He holds the Series 7, Series 24, and Series 63 licenses and has a Bachelor of Science degree in Accounting. In addition to his work as a financial advisor, Anthony DeFranco is also active in his community. He is a member of the Rotary Club of South Orange and the South Orange Chamber of Commerce.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NJ
07/02/2002 - Present
Avantax Advisory Services (SOUTH ORANGE NJ)
BC
Issued 09/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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