Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Fiorello is a financial professional with over 13 years of experience in the financial services industry. Anthony has a strong background in trading and securities, and has held various roles at firms such as T3 Trading Group, LLC, Evolution Financial Technologies, LLC, and Trillium Trading LLC. Anthony is currently a registered representative with Charles Schwab & Co., Inc., and holds a Series 7, Series 9, Series 10, Series 24, Series 34, Series 3, Series 55, Series 56 and SIE license. Anthony provides investment advice and financial planning services to clients.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
04/25/2022 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
NY
04/28/2011 - 04/28/2014
T3 TRADING GROUP, LLC (NEW YORK NY)
NJ
03/11/2004 - 08/31/2005
EVOLUTION FINANCIAL TECHNOLOGIES, LLC (ISELIN NJ)
NY
06/04/2003 - 12/31/2003
TRILLIUM TRADING LLC (NEW YORK NY)
NJ
04/21/1998 - 06/09/2003
HEARTLAND SECURITIES CORP. (EDISON NJ)
NE
04/15/1997 - 05/01/1998
DATEK ONLINE BROKERAGE SERVICES CORP. (OMAHA NE)
NE
11/07/1994 - 01/16/1996
DATEK SECURITIES CORP. (OMAHA NE)
BC
Issued 05/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/18/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/10/1995
Series 24 - General Securities Principal Examination
BC
Issued 03/24/2023
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 02/09/2023
Series 3 - National Commodity Futures Examination
BC
Issued 04/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/21/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2012
Series 56 - Proprietary Trader Qualification Examination
BC
Issued 11/26/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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