Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Francis Palazzo is a financial advisor with Berkeley Capital Partners, LLC. Anthony has over 10 years of experience in the financial services industry. Anthony is a Chartered Financial Analyst and holds Series 66, 9, 7 and SIE licenses. Anthony's previous employment includes Triad Advisors, Inc. and Wells Fargo Advisors Financial Network, LLC. Anthony is registered with the state of Georgia and Texas and is actively involved in the community.
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.
Helps you choose top advisors aligned with your financial goals.
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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GA
08/22/2015 - Present
Berkeley Capital Partners, LLC (MILTON GA)
GA
08/21/2015 - 12/31/2016
TRIAD ADVISORS, INC. (Norcross GA)
GA
04/30/2009 - 08/25/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NORCROSS GA)
GA
10/04/2006 - 05/19/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
BOTH
Issued 10/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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