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Anthony Engrassia is an investment advisor representative with Prosperity Capital Advisors. Anthony is a licensed investment advisor in North Carolina and Texas. Anthony has been in the financial services industry since 1991. He has a broad background in financial planning, portfolio management, and insurance. Anthony is committed to providing personalized financial advice to his clients. He has a proven track record of helping individuals and families achieve their financial goals. Anthony is a member of the Association of Financial Consultants and the American Financial Education Alliance. Anthony is also a board member for Habitat for Humanity.
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.
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.
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2
NC
02/01/2023 - Present
Prosperity Capital Advisors (Rocky Mount NC)
GA
07/23/2020 - 11/02/2020
MERCAP SECURITIES, LLC (ATLANTA GA)
NC
09/20/1993 - 08/28/2018
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (ROCKY MOUNT NC)
IA
Issued 10/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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