Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Morgillo is an investment advisor representative with GSB Wealth Management, LLC. Anthony has been in the securities industry for over 20 years. Anthony has been registered with the state of Connecticut since 2020. Anthony holds FINRA Series 6, 7, and 63 licenses, as well as the SIE and the Series 65 licenses. Anthony is a Certified Financial Planner and has experience working with individuals, corporations, and high-net-worth individuals. Anthony's specialties include financial planning, portfolio management, and pension consulting.
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.
Ad-hoc services, consulting
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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CT
08/07/2020 - Present
GSB Wealth Management, LLC (GUILFORD CT)
CT
03/07/2013 - 06/17/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRANFORD CT)
CT
03/23/2011 - 05/21/2012
HSBC SECURITIES (USA) INC. (SHELTON CT)
CT
03/31/2006 - 03/14/2011
NATIONAL PLANNING CORPORATION (SOUTH WINDSOR CT)
CT
05/02/2003 - 04/03/2006
JEFFERSON PILOT SECURITIES CORPORATION (GUILFORD CT)
NY
08/14/1999 - 05/05/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
RI
05/14/1998 - 07/01/1999
CITIZENS FINANCIAL SERVICES INC. (JOHNSTON RI)
IA
Issued 09/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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