Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony John Marciano is a financial advisor with LPL Financial LLC. Anthony has been in the financial services industry since March 1, 1993, with experience in providing investment advice to high net worth individuals, corporations, and pension and profit-sharing plans. Anthony holds a variety of licenses and certifications, including Series 7, 6, 63, 65, and 26. Anthony provides financial planning services, including portfolio management for individuals and businesses. Anthony is also a licensed insurance agent. Anthony is registered to offer securities and investment advisory services in several states, including Connecticut, Massachusetts, and California.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
12/05/2017 - Present
LPL Financial LLC (NEW BRITAIN CT)
CT
02/13/2007 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (NEW BRITAIN CT)
CT
07/15/1999 - 02/13/2007
WEBSTER INVESTMENT SERVICES, INC. (NEW BRITAIN CT)
NY
09/17/1996 - 07/15/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MA
03/02/1993 - 09/17/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/02/1993 - 09/17/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 07/14/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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