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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 Panuccio is a financial advisor with over 30 years of experience in the industry. Anthony is currently registered with Newedge Advisors, LLC, and has been with the firm since February 2022. Prior to joining Newedge Advisors, Anthony worked for Raymond James & Associates, Inc., for nearly a decade. Anthony holds Series 7, Series 63, Series 65, and Series 79TO licenses. Anthony has a proven track record of providing investment advice and portfolio management services to a diverse range of clients, including individuals, families, corporations, and charitable organizations.
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.
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.
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2
LA
12/12/2024 - Present
Newedge Advisors (NEW ORLEANS LA)
SC
02/13/2013 - 02/18/2022
RAYMOND JAMES & ASSOCIATES, INC. (GREENVILLE SC)
SC
05/27/2005 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (GREENVILLE SC)
NJ
08/14/2000 - 06/17/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
04/17/1996 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
04/24/1990 - 04/03/1996
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 06/24/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1990
Series 63 - Uniform Securities Agent State Law 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 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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