Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Decotis is a financial advisor with Schwab Wealth Advisory, Inc. Anthony has over 7 years of experience in the financial services industry. Anthony is registered with the Securities and Exchange Commission (SEC) and holds the Series 66, Series 7 and SIE licenses. Anthony is also registered in multiple states. Anthony specializes in providing financial planning and portfolio management services to individuals and 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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
FL
01/11/2021 - Present
Schwab Wealth Advisory, Inc. (Orlando FL)
FL
01/28/2017 - 07/05/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE MARY FL)
FL
08/22/2008 - 12/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 02/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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