Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Francisco Petisco is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Anthony has been working in the financial industry since July 8, 2005. Anthony has a strong background in the industry, having held positions at several firms, including Raymond James Financial Services, Inc. and LPL Financial LLC. Anthony holds multiple licenses and qualifications, including Series 7, Series 10, Series 9, Series 31, and Series 66. Anthony specializes in working with a variety of clients, including individuals, corporations, and charitable organizations. Anthony is dedicated to providing clients with the highest level of service and expertise.
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.
Investment consulting services to institutional clients
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
FL
10/23/2018 - Present
Wells Fargo Clearing Services, LLC (CORAL GABLES FL)
FL
12/04/2014 - 10/17/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (MIAMI FL)
FL
10/31/2011 - 12/08/2014
LPL FINANCIAL LLC (MIAMI FL)
FL
12/08/2008 - 11/04/2011
INFINEX INVESTMENTS, INC. (SOUTH MIAMI FL)
FL
02/27/2006 - 11/26/2008
COLONIAL BROKERAGE, INC. (MIAMI FL)
NC
06/16/2005 - 02/09/2006
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
BOTH
Issued 08/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/19/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/11/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Anthony Petisco is the right advisor for you? Invested Better is here to help.
