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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 Landi, Jr. is a financial advisor with Kestra Private Wealth Services, LLC. Anthony has been in the financial services industry since April 20, 1997. Anthony's professional experience includes working as a financial advisor for UBS Financial Services Inc. and Morgan Stanley & Co., Incorporated. Anthony holds a variety of licenses and registrations including Series 63, 65, 7, 31, and SIE. Anthony is registered to provide investment advice and securities brokerage services in over 20 states. Anthony specializes in financial planning, investment advice, 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.
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
RI
06/22/2018 - Present
Kestra Private Wealth Services, LLC (Cranston RI)
RI
08/03/2007 - 05/31/2018
UBS FINANCIAL SERVICES INC. (PROVIDENCE RI)
RI
04/02/2007 - 08/06/2007
MORGAN STANLEY & CO., INCORPORATED (PROVIDENCE RI)
RI
04/21/1997 - 04/02/2007
MORGAN STANLEY DW INC. (PROVIDENCE RI)
IA
Issued 05/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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