Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Leopizzi is a financial advisor who has been in the industry since 1987. Anthony is currently registered with Ameriprise Financial Services, LLC and is licensed in multiple states. Anthony has been with Ameriprise since 2005, and has experience in financial planning, asset allocation, and portfolio management. Anthony also has experience in pension consulting and educational seminars. Anthony holds the Series 7, Series 24, and Series 63 securities licenses.
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.
Asset allocation services
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
FL
10/03/2006 - Present
Ameriprise Financial Services, LLC (Naples FL)
MN
01/16/1990 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
03/02/1989 - 11/24/1989
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
NY
07/21/1987 - 02/28/1989
INVESTORS CENTER, INC. (HAUPPAGUE NY)
BC
Issued 08/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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