Unclaimed
Anthony Gaspar Puricelli is a registered investment advisor representative with Thrivent Investment Management Inc. Anthony has been in the financial services industry since 2006. Anthony is registered in New Jersey and has passed the Series 63, 65 and 7 exams. Anthony has specialized experience in Retirement planning and Investments. Anthony was previously employed at DEUTSCHE BANK SECURITIES INC.
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.
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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NJ
10/30/2019 - Present
Thrivent Investment Management Inc. (Cranford NJ)
NY
12/16/2005 - 06/04/2018
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
IA
Issued 10/28/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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