Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Gerard Casagrande is a financial advisor who is currently registered with Avantax Advisory Services. Anthony has been in the financial industry since January 2023. Anthony has been working at Koval & Casagrande CPAs, PLLC as an accountant since August 2023. Anthony is registered with the state of New York as an Investment Advisor Representative (IAR) and a Registered Representative (RR). Anthony has a Series 66, a Series 7TO, and a SIE. Anthony's specializations include Financial Planning, Portfolio Management, Pension Consulting, Educational Seminars, and Selection of Other Advisers. Anthony provides investment advisory services to individuals and businesses. Anthony is committed to providing clients with personalized financial advice and investment strategies. Anthony's goal is to help clients achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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
TX
02/26/2024 - Present
Avantax Advisory Services (DALLAS TX)
BOTH
Issued 02/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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