Unclaimed
Anthony Pacifico is an investment advisor representative with MML Investors Services, LLC. Anthony has been in the securities industry since October 1995. Anthony is licensed in several states including New York, Texas, and Florida. Anthony previously worked with MSI Financial Services, Inc., CCO Investment Services Corp., Charter One Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
07/13/2024 - Present
MML Investors Services, LLC (LATHAM NY)
NY
05/07/2007 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (LATHAM NY)
NY
12/01/2005 - 05/07/2007
CCO INVESTMENT SERVICES CORP. (SCHENECTADY NY)
OH
06/20/2001 - 12/01/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
NY
10/16/1995 - 07/11/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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