Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Cofone is a financial advisor with over 30 years of experience in the financial services industry. He is currently registered with Morgan Stanley in Boca Raton, FL. Anthony is a Series 7, 52, 63 and 65 licensed financial advisor. Previously, Anthony has held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, A. G. Edwards & Sons, Inc., McLaughlin, Piven, Vogel Securities, Inc., MONY Securities Corp. and Calvert Securities Corporation. Anthony is a licensed advisor in all 50 states and offers a wide range of financial services, including asset allocation advice, financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/16/2023 - Present
Morgan Stanley (Boca Raton FL)
FL
10/05/2007 - 06/20/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DELRAY BEACH FL)
NJ
08/17/1990 - 10/11/2007
A. G. EDWARDS & SONS, INC. (MORRISTOWN NJ)
NY
09/15/1987 - 09/06/1990
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
NA
02/12/1986 - 10/07/1987
MONY SECURITIES CORP.
NA
02/13/1985 - 01/10/1986
CALVERT SECURITIES CORPORATION
NA
04/28/1983 - 02/10/1984
M V SECURITIES, INC. INC.
IA
Issued 11/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 04/27/1983
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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