Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Modica is a financial advisor with over 30 years of experience in the financial industry. Anthony is registered as a broker-dealer and an investment advisor, and is currently employed by Wells Fargo Advisors Financial Network, LLC. Anthony has worked with clients in Alabama, Arizona, California, Florida, Georgia, Illinois, Louisiana, Mississippi, New Jersey, New York, Texas, Virginia, and West Virginia. Anthony’s expertise includes portfolio management, financial planning, and investment consulting for individual and institutional clients. Anthony is also the owner of Integritas Investment Management, LLC.
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.
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2
GA
01/17/2017 - Present
Wells Fargo Advisors Financial Network, LLC (ALPHARETTA GA)
GA
11/20/2009 - 01/17/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
GA
06/25/2004 - 12/02/2009
UBS FINANCIAL SERVICES INC. (ALPHARETTA GA)
NY
07/05/1990 - 06/21/2004
FAM DISTRIBUTORS, INC. (NEW YORK NY)
IA
Issued 03/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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