Unclaimed
Anthony Collora has been in the financial services industry since 1995. Anthony is a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC in East Brunswick, New Jersey. Anthony is also a Certified Financial Planner. Anthony's previous experience includes positions with First Union Brokerage Services, Inc., WMA Securities, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Anthony has a strong background in providing financial planning, portfolio management, and investment consulting services to individual and institutional clients. Anthony is dedicated to 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.
Investment consulting services to institutional clients
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
NJ
10/31/2003 - Present
Wells Fargo Clearing Services, LLC (EAST BRUNSWICK NJ)
NC
08/27/1996 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
GA
10/16/1995 - 09/18/1996
WMA SECURITIES, INC. (DULUTH GA)
MA
05/12/1995 - 06/02/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/12/1995 - 06/02/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 06/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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