Unclaimed
Anthony Degregorio is a financial advisor who has been in the industry since 1988. Anthony currently works with Osaic Wealth, Inc. Anthony is licensed in several states, including Florida, New Jersey, North Carolina, Pennsylvania, and South Carolina. Anthony holds the Series 63, 24, 7, and SIE licenses. Anthony also holds the Certified Financial Planner designation. In addition to working with Osaic Wealth, Inc., Anthony owns A Degregorio Jr LLC, a tax preparation and accounting business. Anthony also manages several other businesses. Anthony is committed to providing his clients with the highest level of service and expertise.
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.
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
NJ
10/11/2024 - Present
Osaic Wealth, Inc. (HAZLET NJ)
NJ
12/12/2000 - 11/08/2010
FSC SECURITIES CORPORATION (HAZLET NJ)
NJ
05/25/1988 - 12/06/2000
TFS SECURITIES, INC. (LINCROFT NJ)
BC
Issued 10/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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