Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Braico has been in the financial industry since 1983. He is currently registered with Raymond James Financial Services Advisors, Inc. in Avon, CT. Anthony has a diverse background in financial services, including experience with Advest, Inc. and David Lerner Associates, Inc. His specialties include portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. He is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CT
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (AVON CT)
CT
02/13/1984 - 12/21/2005
ADVEST, INC. (HARTFORD CT)
NA
09/21/1983 - 03/08/1984
DAVID LERNER ASSOCIATES, INC.
BOTH
Issued 11/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1983
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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