Unclaimed
Anthony Dennis Cellucci is a financial advisor with LPL Financial LLC. Anthony has been in the financial industry since 2007. Anthony is registered with the state of Pennsylvania as an Investment Advisor Representative (IAR) and also holds Series 7, Series 6, Series 63 and SIE licenses. Anthony has previous experience with TFS Securities, Inc. and Beacon Benefits. Anthony's specializations include Financial Planning, Pension Consulting, Educational Seminars, and Selection of Other Advisers.
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
PA
01/12/2017 - Present
LPL Financial LLC (WAYNE PA)
PA
10/10/2012 - 12/27/2016
TFS SECURITIES, INC. (KING OF PRUSSIA PA)
PA
09/26/2005 - 12/16/2010
TFS SECURITIES, INC. (KING OF PRUSSIA PA)
NJ
10/12/2004 - 10/22/2004
TFS SECURITIES, INC. (LINCROFT NJ)
IA
Issued 03/05/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/11/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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