Unclaimed
Anthony Miceli is an investment advisor representative at Benjamin F. Edwards & Company, Inc. Anthony has been in the industry since 1993 and has a wide range of experience. Anthony is registered in 32 states and is a Series 63, Series 7 and SIE license holder. Anthony is a member of Morningstar's Advisory Board and is involved with mutual fund/ETF research. Anthony has been with Wells Fargo Advisors, LLC in the past and is currently at Benjamin F. Edwards & Company, Inc.
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.
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
NJ
08/14/2015 - Present
Benjamin F. Edwards & Company, Inc. (MORRISTOWN NJ)
NJ
01/01/2008 - 08/19/2015
WELLS FARGO ADVISORS, LLC (MORRISTOWN NJ)
NJ
01/06/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MORRISTOWN NJ)
NJ
02/11/1993 - 02/07/1995
NORI, HENNION, WALSH, INC. (PARSIPPANY NJ)
BC
Issued 11/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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