Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Gaspare Perrone is a financial professional with over 30 years of experience in the financial services industry. Anthony is currently registered with Ameritas Advisory Services, LLC in Florida and Texas. Anthony has been with Ameritas since 2002 and has held various roles at the firm. Prior to joining Ameritas, Anthony worked at 1717 Capital Management Company, Signator Investors, Inc., and John Hancock Mutual Life Insurance Company. Anthony is also a licensed insurance agent and specializes in fixed insurance products, estate and business planning, and life insurance. Anthony is a Chartered Financial Consultant and has authored several books on financial planning.
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.
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.
Solicitor fees
1
2
FL
07/14/2023 - Present
Ameritas Advisory Services, LLC (Altamonte Springs FL)
DE
01/10/2001 - 09/17/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MA
03/29/1993 - 01/18/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
03/29/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 07/02/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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