Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony MacChiavelli is a financial advisor with over 20 years of experience in the industry. Anthony is currently registered with Osaic Wealth, Inc. and holds a Series 7, Series 63, and SIE licenses. Anthony has previously worked with several firms including Signator Investors, Inc., Signator Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and BANC of America Investment Services, Inc. Anthony is a specialist in several areas of finance including, portfolio management, financial planning, selection of other advisors, and educational seminars.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AZ
11/02/2018 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NH
02/10/2014 - 11/02/2018
SIGNATOR INVESTORS, INC. (PORTSMOUTH NH)
NH
05/28/2014 - 01/07/2016
SIGNATOR FINANCIAL SERVICES, INC. (Portsmouth NH)
RI
10/23/2009 - 02/03/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
MA
08/08/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WALTHAM MA)
MA
02/18/1999 - 07/21/2006
STOCKCROSS FINANCIAL SERVICES, INC. (BOSTON MA)
CA
07/17/1996 - 05/12/1998
THE BOSTON GROUP (LOS ANGELES CA)
BC
Issued 07/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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