Unclaimed
Anthony Gerard Pagano is a financial professional with over 35 years of experience in the industry. Anthony has held various roles in the financial services industry, including positions with Allstate Financial Services, LLC and Prime Capital Services, Inc. Anthony is currently registered with MML Investors Services, LLC and offers financial planning services to a variety of clients, including individuals, businesses, and retirement plans. Anthony is also a Chartered Financial Consultant.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
01/11/2023 - Present
MML Investors Services, LLC (ROCHESTER NY)
NE
06/30/2000 - 11/19/2021
ALLSTATE FINANCIAL SERVICES, LLC (Lincoln NE)
NY
09/11/1998 - 12/31/1999
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
NJ
08/05/1985 - 03/28/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/29/2002
Series 24 - General Securities Principal Examination
BC
Issued 12/23/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/02/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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