Unclaimed
Anthony Frank Mancino is a registered representative with Charles Schwab & CO., Inc., working in the Red Bank, NJ office. Anthony's professional experience includes past roles with TD AMERITRADE, INC., SCOTTRADE, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and DATEK ONLINE FINANCIAL SERVICES LLC. Anthony has licenses in both Series 63 and Series 66, as well as SIE, Series 7, Series 4, and Series 24. Anthony specializes in providing financial planning and asset management 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
1
2
NJ
02/18/2022 - Present
Charles Schwab & CO., Inc. (Red Bank NJ)
NJ
02/26/2018 - 07/29/2024
TD AMERITRADE, INC. (Red Bank NJ)
NJ
06/14/2013 - 02/26/2018
SCOTTRADE, INC. (TOMS RIVER NJ)
NJ
10/21/2004 - 06/06/2013
TD AMERITRADE, INC. (SHREWSBURY NJ)
NY
01/29/2004 - 11/03/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
06/30/2001 - 09/27/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NE
08/23/2000 - 06/30/2001
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
BOTH
Issued 06/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2001
Series 4 - Registered Options Principal Examination
BC
Issued 11/15/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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