Unclaimed
Anthony Casta is an active investment advisor representative registered with Vanguard Marketing Corp. and has been in the industry since February 2021. Anthony is licensed in Pennsylvania and North Carolina and has a Series 66, Series 7TO, and SIE licenses. Anthony holds a Bachelor's degree in Business Administration from Saint Joseph's University and is employed by the Vanguard Group, Inc. Anthony specializes in providing financial planning and portfolio management for individuals, businesses, and pooled investment vehicles. He is also registered to provide investment advisory services to clients in Pennsylvania and Texas.
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.
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.
1
2
PA
02/25/2021 - Present
Vanguard Marketing Corp. (MALVERN PA)
BOTH
Issued 03/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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