Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony DeGerolamo is a financial advisor at Equity Services, Inc. Anthony has been in the financial services industry since 1993. Anthony has experience working with individual clients, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Anthony is a Certified Financial Planner and holds the Series 2, Series 7, and Series 63 licenses. Anthony is also licensed to sell life, health, annuity, long-term care, and disability insurance. Anthony is located in Media, PA, and also has an office in Marlton, NJ. Anthony provides financial planning, portfolio management, and insurance services to his clients.
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.
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.
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.
1
2
PA
01/18/2022 - Present
Equity Services, Inc. (MEDIA PA)
NJ
01/10/2017 - 12/31/2021
ALLSTATE FINANCIAL SERVICES, LLC (MOUNT LAUREL NJ)
NJ
07/12/2013 - 12/27/2016
LPL FINANCIAL LLC (CHERRY HILL NJ)
NJ
11/15/2001 - 07/16/2013
ALLSTATE FINANCIAL SERVICES, LLC (DEPTFORD NJ)
CT
06/16/1993 - 11/19/2001
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BC
Issued 07/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1990
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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