Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Lauriello is a financial professional with over 30 years of experience in the industry. Anthony is currently registered with A.g.p. / Alliance Global Partners in New York, NY. Prior to this, Anthony has held positions with AEGIS CAPITAL CORP., HAPOALIM SECURITIES USA, INC., KEYBANC CAPITAL MARKETS INC., STERNE, AGEE & LEACH, INC., CIBC WORLD MARKETS CORP. and BANC ONE CAPITAL CORPORATION. Anthony specializes in providing financial planning, portfolio management for individuals and businesses and selection of other advisors. Anthony is also a registered representative for A.g.p. / Alliance Global Partners.
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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
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2
NY
01/31/2019 - Present
A.g.p. / Alliance Global Partners (New York NY)
NY
02/08/2016 - 02/22/2019
AEGIS CAPITAL CORP. (NEW YORK NY)
NY
07/26/2010 - 02/02/2016
HAPOALIM SECURITIES USA, INC. (NEW YORK NY)
NY
12/03/2007 - 07/22/2010
KEYBANC CAPITAL MARKETS INC. (NEW YORK NY)
NY
02/07/2006 - 01/02/2008
STERNE, AGEE & LEACH, INC. (NEW YORK NY)
NY
05/30/1997 - 10/20/2005
CIBC WORLD MARKETS CORP. (NEW YORK NY)
OH
09/06/1996 - 04/29/1997
BANC ONE CAPITAL CORPORATION (COLUMBUS OH)
NY
11/21/1984 - 08/12/1996
OPPENHEIMER & CO., INC. (NEW YORK NY)
BC
Issued 02/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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