Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Scola is a financial advisor with over 20 years of experience in the industry. Anthony is currently registered with Osaic Wealth, Inc. and has previously been registered with a number of other firms including SAGEPOINT FINANCIAL, INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, and LPL FINANCIAL LLC. Anthony specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations. Anthony holds a Series 6, 7, 63, and 65 license and the SIE designation. He is also a licensed insurance producer.
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.
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NH
09/01/2023 - Present
Osaic Wealth, Inc. (BEDFORD NH)
NH
12/14/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BEDFORD NH)
NH
12/19/2018 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (HANOVER NH)
NH
09/15/2014 - 11/29/2018
INFINEX INVESTMENTS, INC. (Keene NH)
NH
12/08/2010 - 09/16/2014
LPL FINANCIAL LLC (LEBANON NH)
NH
07/19/2007 - 10/22/2009
LPL FINANCIAL CORPORATION (WARNER NH)
NH
01/26/2006 - 12/31/2007
MUTUAL SERVICE CORPORATION (WARNER NH)
MN
01/02/2002 - 02/09/2006
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
NY
01/12/2001 - 11/09/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
12/17/1999 - 11/02/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 02/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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