Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Giordano is an active financial advisor in Toms River, New Jersey. Anthony has been working in the financial industry since January 18, 1996 and has a diverse professional background. Anthony has a strong presence in the industry having worked with several firms including Equity Services, Inc., American Portfolios Financial Services, Inc. and NFP Advisor Services before joining LPL Financial LLC in October of 2023. Anthony offers a variety of financial services including financial planning, portfolio management for both businesses and individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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2
NJ
10/02/2023 - Present
LPL Financial LLC (TOMS RIVER NJ)
NY
06/28/2019 - 10/13/2023
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (New York NY)
NY
09/12/2014 - 07/06/2017
EQUITY SERVICES, INC. (JERICHO NY)
NY
04/06/2011 - 09/24/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
01/03/2008 - 03/31/2011
NFP ADVISOR SERVICES (NEW YORK NY)
NY
08/19/2003 - 01/08/2008
ROYAL ALLIANCE ASSOCIATES, INC. (WESTBURY NY)
OH
07/25/2002 - 07/15/2003
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
CO
06/07/2000 - 07/26/2002
THE LEADERS GROUP, INC. (LITTLETON CO)
NY
12/20/1993 - 06/26/2000
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
AZ
12/20/1993 - 11/10/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 01/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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