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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Douglas Branca is an active investment advisor representative with Woodstock Wealth Management, Inc., and has been in the industry for over 22 years. Anthony has a broad range of experience having worked at multiple firms including Monmouth Capital Management LLC, Woodstock Financial Group, Inc., The Investment Center, Inc., The Concord Equity Group, LLC, J.J.B. Hilliard, W.L. Lyons, Inc., Atlantic Group Securities, Inc., Rickel & Associates, Inc., and Halpert and Company, Inc. Anthony holds multiple professional designations and licenses including Series 7, Series 9, Series 10, Series 14, Series 24, Series 52, Series 53, Series 63, Series 66, and Series 79. Anthony is registered to provide investment advice in Florida, Georgia, New Jersey, and Texas.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
GA
07/10/2023 - Present
Woodstock Wealth Management, Inc. (WOODSTOCK GA)
NJ
12/14/2021 - 06/28/2022
MONMOUTH CAPITAL MANAGEMENT LLC (POINT PLEASANT BEACH NJ)
GA
09/15/2008 - 12/12/2019
WOODSTOCK FINANCIAL GROUP, INC. (WOODSTOCK GA)
NJ
12/15/2003 - 10/10/2008
THE INVESTMENT CENTER, INC. (PISCATAWAY NJ)
NJ
06/01/2000 - 12/15/2003
THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)
KY
12/08/1999 - 06/01/2000
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NJ
06/04/1997 - 12/08/1999
ATLANTIC GROUP SECURITIES, INC. (MILLBURN NJ)
NY
10/04/1994 - 08/29/1997
RICKEL & ASSOCIATES, INC. (NEW YORK NY)
NJ
12/10/1990 - 09/07/1994
HALPERT AND COMPANY, INC. (MILLBURN NJ)
BOTH
Issued 06/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/18/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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