Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Lucido is a financial advisor with Osaic Wealth, Inc. Anthony joined Osaic Wealth, Inc. on November 2, 2018. Before that Anthony was with SIGNATOR INVESTORS, INC. for over 34 years starting on October 13, 1983 and leaving on November 2, 2018. Anthony also worked for JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY in Boston, MA from October 13, 1983 to May 1, 1997. Anthony holds the Series 6, Series 63 and SIE licenses. Anthony is registered with the state of Missouri and has 14 other state registrations. Anthony specializes in Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars, Portfolio Management for Businesses, and Selection of Other Advisers.
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.
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.
1
2
MO
11/02/2018 - Present
Osaic Wealth, Inc. (CHESTERFIELD MO)
MO
10/13/1983 - 11/02/2018
SIGNATOR INVESTORS, INC. (ST LOUIS MO)
MA
10/13/1983 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 04/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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