Unclaimed
Anthony Calderone is a financial professional with over 25 years of experience in the financial services industry. Anthony is currently registered with Wells Fargo Clearing Services, LLC. Anthony has a Series 7, Series 6, Series 63, and Series 66 licenses. Anthony is committed to providing his clients with personalized financial advice and guidance. Anthony's experience, education and dedication to his clients make him a valuable resource for individuals and families seeking financial planning and investment management services.
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.
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.
Investment consulting services to institutional clients
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
06/16/2021 - Present
Wells Fargo Clearing Services, LLC (LANCASTER PA)
NY
10/13/1994 - 03/13/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/19/1989 - 08/23/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BOTH
Issued 02/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/11/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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