Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Joseph Ferretti is a financial advisor at Wells Fargo Clearing Services, LLC. Anthony is a registered representative with FINRA and is licensed to provide investment advice in 27 states. Anthony specializes in helping individuals, high-net-worth individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans reach their financial goals. Anthony has a strong background in the financial services industry and is committed to providing his clients with the highest level of service and expertise.
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
CA
02/04/2020 - Present
Wells Fargo Clearing Services, LLC (CORTE MADERA CA)
BOTH
Issued 06/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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