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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 Joseph Di matteo is a financial advisor with over 5 years of experience. Anthony Joseph Di matteo is registered with LPL Enterprise, LLC and has a Series 63 and Series 65 license, as well as a Series 6TO license. Anthony Joseph Di matteo is currently registered in Arkansas, California, Colorado, Florida, Georgia, Louisiana, Maine, Massachusetts, Michigan, Mississippi, New Hampshire, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Anthony Joseph Di matteo's previous employer was PRUCO SECURITIES, LLC. Anthony Joseph Di matteo provides financial planning and investment advice to individuals, businesses, and trusts.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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GA
11/14/2024 - Present
LPL Enterprise, LLC (JOHNS CREEK GA)
GA
01/04/2019 - 01/07/2019
PRUCO SECURITIES, LLC. (Johns Creek GA)
IA
Issued 07/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/31/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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