Unclaimed
Anthony Guglielmo is a financial professional with over 35 years of experience in the financial services industry. Anthony is currently registered with A.g.p. / Alliance Global Partners in Holmdel, NJ. Anthony has a wide range of experience in the industry, and he is well-versed in a variety of financial products and services. Anthony holds a Series 7, Series 24, Series 52, Series 53, Series 55, Series 57, Series 99 and Series 63 license. Anthony specializes in providing financial advice to individuals, businesses, and investment companies. Anthony is committed to helping 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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
1
2
NJ
04/03/2023 - Present
A.g.p. / Alliance Global Partners (Holmdel NJ)
NJ
06/09/2017 - 05/02/2023
AEGIS CAPITAL CORP. (Red Bank NJ)
NJ
11/22/2013 - 06/02/2017
NATIONAL SECURITIES CORPORATION (TINTON FALLS NJ)
NJ
04/01/2002 - 11/22/2013
PRIME CAPITAL SERVICES, INC. (FREEHOLD NJ)
CO
04/06/1998 - 04/02/2002
SCHNEIDER SECURITIES, INC. (DENVER CO)
NY
03/07/1997 - 04/21/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
05/26/1995 - 03/04/1997
ROBB PECK MCCOOEY CLEARING CORPORATION (NEW YORK NY)
NJ
08/23/1994 - 06/02/1995
WAYNE, GRAYSON CAPITAL CORP. (RED BANK NJ)
FL
03/18/1993 - 09/06/1994
WESTFALIA INVESTMENTS, INC. (FORT LAUDERDALE FL)
IL
08/30/1991 - 03/18/1993
THE CHICAGO CORPORATION (CHICAGO IL)
NY
06/18/1991 - 08/28/1991
PURCELL GRAHAM INCORPORATED (NEW YORK NY)
NA
05/29/1990 - 06/12/1991
JESUP, JOSEPHTHAL & CO., INC.
NA
04/13/1989 - 05/29/1990
JOSEPHTHAL & CO., INCORPORATED
NA
07/23/1987 - 05/22/1989
MURPHY & DURIEU
BC
Issued 11/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/13/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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