Unclaimed
Anthony Direnzo is a financial advisor with over 30 years of experience in the industry. Anthony has been a Registered Representative with Wells Fargo Clearing Services, LLC since 2008 and is registered to provide investment advice in 14 states. Anthony was previously registered with A. G. Edwards & Sons, Inc., Prime Capital Services, Inc. and Travelers Equities Sales, Inc.. Anthony holds the Series 6, Series 7 and Series 63 licenses. Anthony has experience in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for individuals and businesses.
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
GA
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (AUGUSTA GA)
GA
11/18/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (EVANS GA)
NY
01/06/1993 - 11/15/1996
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
CA
01/08/1985 - 01/26/1993
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 02/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 01/07/1985
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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