Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Piretti is a financial advisor with Affinity Wealth Management LLC, located in Wilmington, Delaware. Anthony has been in the financial services industry for over 30 years and has held a variety of roles. He is a registered investment advisor and holds the Series 63, 65, 7 and SIE licenses. Anthony provides financial planning, portfolio management for individuals and pooled investment vehicles, and pension consulting. Anthony is experienced in working with clients of all types, including high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
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.
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.
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DE
08/15/2019 - Present
Affinity Wealth Management LLC (WILMINGTON DE)
DE
07/09/2015 - 08/12/2019
SECURITIES AMERICA, INC. (WILMINGTON DE)
DE
09/08/2009 - 07/21/2015
LPL FINANCIAL LLC (WILMINGTON DE)
DE
04/29/2005 - 09/08/2009
MUTUAL SERVICE CORPORATION (WILMINGTON DE)
MA
10/20/2004 - 05/03/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
10/18/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
KY
07/17/2001 - 09/05/2001
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
MO
10/01/2000 - 06/08/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
12/18/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
PA
06/01/1998 - 10/26/1998
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
NC
01/01/1996 - 04/24/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
OR
08/08/1994 - 01/01/1996
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
FL
06/06/1992 - 03/24/1994
SHOCHET SECURITIES INC. (BOCA RATON FL)
NY
02/26/1990 - 08/28/1991
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
10/28/1986 - 01/24/1989
GRAYSTONE NASH, INC.
NA
04/25/1986 - 11/03/1986
BRADSTREET CAPITAL, INC.
IA
Issued 05/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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