Unclaimed
Anthony Palmiscno is a financial advisor with over 30 years of experience in the industry. Anthony is currently registered with LPL Financial LLC and has been with the firm since December 2019. Prior to that, Anthony worked with SAGEPOINT FINANCIAL, INC. for over 10 years and previously with AMERICAN GENERAL SECURITIES INCORPORATED. Anthony holds Series 6, 26 and 63 securities licenses and has earned the designation of Chartered Financial Consultant. Anthony is also licensed in 14 states and is a registered Investment Advisor in Minnesota and Texas. Anthony's primary office location is in East Grand Forks, Minnesota. Anthony specializes in working with a variety of clients including high net worth individuals, corporations, and charitable organizations. Anthony offers a wide range of financial services including financial planning, portfolio management, and investment consulting.
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.
Consulting and other non-discretionary advisory services
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
MN
12/06/2019 - Present
LPL Financial LLC (EAST GRAND FORKS MN)
MN
10/31/2008 - 12/20/2019
SAGEPOINT FINANCIAL, INC. (EAST GRAND FORKS MN)
MN
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (EAST GRAND FORKS MN)
TX
06/03/1992 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 07/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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