Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Corea is a financial advisor with over 20 years of experience in the industry. Anthony is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. He is also registered as an investment advisor representative in Maryland. Anthony's previous experience includes roles at Woodbury Financial Services, Inc., Brown Advisory Securities, LLC, Deutsche Bank Securities Inc., and DB Alex. Brown LLC. He holds FINRA Series 7, 63, and 65 licenses, as well as the SIE exam. Anthony provides financial planning, portfolio management, and other investment advisory services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. He is committed to providing personalized financial guidance and helping clients achieve their financial goals.
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.
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
MD
04/18/2016 - Present
Kestra Advisory Services, LLC (LUTHERVILLE MD)
MD
02/15/2008 - 03/13/2009
WOODBURY FINANCIAL SERVICES, INC. (HUNT VALLEY MD)
MD
03/14/2003 - 12/31/2007
BROWN ADVISORY SECURITIES, LLC (BALTIMORE MD)
NY
01/13/2001 - 03/20/2003
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
02/08/2000 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
IA
Issued 04/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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