Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Spatacco is a financial advisor with over 30 years of experience in the industry. He is currently registered with Stifel, Nicolaus & Company, Inc. in Conshohocken, PA, and holds a Series 7, Series 24, and Series 63 license. Anthony has previously worked with firms such as Sterne, Agee & Leach, Inc., Commerce Capital Markets, Inc., and Janney Montgomery Scott LLC. Anthony specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and institutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
06/05/2015 - Present
Stifel, Nicolaus & Company, Inc. (CONSHOHOCKEN PA)
PA
12/15/2008 - 06/05/2015
STERNE, AGEE & LEACH, INC. (WEST CONSHOHOCKEN PA)
PA
09/18/2006 - 09/26/2008
COMMERCE CAPITAL MARKETS, INC. (PHILADELPHIA PA)
PA
09/25/2006 - 07/25/2007
STARBOARD CAPITAL MARKETS, LLC (PHILADELPHIA PA)
PA
05/06/2002 - 09/25/2006
STARBOARD CAPITAL MARKETS, LLC (PHILADELPHIA PA)
PA
06/03/1993 - 04/30/2002
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NA
08/20/1992 - 06/04/1993
ALEX. BROWN & SONS INCORPORATED
NY
01/02/1992 - 08/24/1992
FAHNESTOCK & CO., INC. (NEW YORK NY)
NA
11/20/1991 - 12/31/1991
W.H. NEWBOLD'S SON & CO., INC.
PA
12/17/1987 - 07/03/1991
A. WEBSTER DOUGHERTY & CO., INCORPORATED (PHILADELPHIA PA)
NA
04/26/1985 - 11/09/1987
A. H. WILLIAMS & CO., INC.
NA
01/25/1984 - 02/27/1985
TUCKER, ANTHONY & R. L. DAY, INC.
BC
Issued 02/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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