Unclaimed
Anthony Ghiglieri is a financial advisor with Ameriprise Financial Services, LLC. Anthony has been in the financial industry since 2011 and is licensed to provide financial advice in several states. Anthony has a strong track record of success in helping clients achieve their financial goals. He provides a variety of financial services, including financial planning, investment management, and retirement planning. Anthony has a Bachelor of Science degree in Finance from a reputable university. Anthony is committed to providing his clients with personalized financial advice that meets their unique needs.
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 services
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.
1
2
NY
03/03/2021 - Present
Ameriprise Financial Services, LLC (Hauppauge NY)
NY
02/21/2013 - 11/02/2020
HSBC SECURITIES (USA) INC. (MANHASSET NY)
NY
04/09/2012 - 02/04/2013
CAPE SECURITIES INC. (HOLBROOK NY)
NY
12/10/2010 - 07/06/2011
SYNERGY INVESTMENT GROUP, LLC (ROCKY POINT NY)
BOTH
Issued 09/25/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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