Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Finocchiaro is an Investment Advisor Representative associated with SHP Wealth Management, LLC in Plymouth, Massachusetts. Anthony is also associated with SHP Financial. Anthony has been in the industry since June 2009. Anthony holds a Series 65 license, and the Securities Industry Essentials (SIE) exam. Anthony specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals, and portfolio management for businesses.
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.
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.
Selection of other advisers fees
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2
MA
12/24/2019 - Present
SHP Wealth Management, LLC (PLYMOUTH MA)
IA
Issued 11/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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