Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Mercuri is a financial advisor with over 30 years of experience in the financial services industry. Anthony has a broad range of experience working with various clients, including individuals, families, and businesses. Anthony currently holds a Series 7 and Series 66 license and is registered with LPL Financial LLC and TA-Check Financial Ltd. Anthony is committed to providing personalized financial advice and guidance to help 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.
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.
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2
OH
08/02/2021 - Present
LPL Financial LLC (PARMA OH)
OH
08/09/2007 - 02/14/2018
SII INVESTMENTS, INC. (PARMA OH)
OH
05/02/2001 - 08/09/2007
FSC SECURITIES CORPORATION (PARMA OH)
OH
07/07/1997 - 05/02/2001
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
CA
12/21/1993 - 05/08/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MN
10/16/1992 - 12/10/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/16/1992 - 12/10/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/18/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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