Unclaimed
Anthony Larizza is a financial advisor with Raymond James & Associates, Inc., located in ST. PETERSBURG, FL. Anthony has over 30 years of experience in the financial services industry. Anthony is a Series 7, Series 3, Series 24, Series 63, and SIE licensed advisor. Anthony has previously worked at MORGAN KEEGAN & COMPANY, INC., VINING SPARKS, ICBA SECURITIES, CS FIRST BOSTON CORPORATION, VINING-SPARKS IBG, LIMITED PARTNERSHIP, VINING-SPARKS SECURITIES, INC., UNION PLANTERS INVESTMENT BANKERS GROUP, INC., BARNETT BOND SERVICE, INC., and BARNETT BROKERAGE SERVICE, INC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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
FL
11/02/2011 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
TN
04/02/2012 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
09/13/1995 - 10/25/2011
VINING SPARKS (MEMPHIS TN)
TN
03/28/2001 - 03/30/2001
ICBA SECURITIES (MEMPHIS TN)
NY
10/12/1994 - 03/28/1995
CS FIRST BOSTON CORPORATION (NEW YORK NY)
TN
01/01/1991 - 06/22/1994
VINING-SPARKS IBG, LIMITED PARTNERSHIP (MEMPHIS TN)
NA
09/10/1990 - 01/01/1991
VINING-SPARKS SECURITIES, INC.
NA
07/10/1989 - 10/01/1990
UNION PLANTERS INVESTMENT BANKERS GROUP, INC.
NA
12/15/1987 - 04/15/1989
BARNETT BOND SERVICE, INC.
FL
03/03/1989 - 04/04/1989
BARNETT BROKERAGE SERVICE, INC. (JACKSONVILLE FL)
BC
Issued 07/12/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1990
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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