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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Destefano is an Investment Advisor Representative registered with Truist Advisory Services, Inc. in PA. Anthony has been in the industry since 1999. Anthony has experience with several firms, including LPL FINANCIAL LLC, M&T SECURITIES, INC., and CCO INVESTMENT SERVICES CORP. Anthony holds the Series 6, 7, 24, 26, 63, and 65 licenses. Anthony is also registered with the state of Pennsylvania as both a broker-dealer and an investment advisor. Truist Advisory Services, Inc. is a large firm with over 2000 employees and manages over $61 billion in assets.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
PA
09/30/2022 - Present
Truist Advisory Services, Inc. (EVERETT PA)
PA
06/09/2021 - 10/25/2022
LPL FINANCIAL LLC (ALTOONA PA)
PA
09/11/2006 - 06/09/2021
M&T SECURITIES, INC. (ROARING SPRING PA)
PA
10/03/2005 - 08/31/2006
INVEST FINANCIAL CORPORATION (ALTOONA PA)
RI
08/20/2003 - 09/26/2005
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
MD
11/27/2001 - 08/15/2003
M&T SECURITIES, INC. (BALTIMORE MD)
NJ
10/08/1999 - 11/13/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/21/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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