Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Truino is a financial advisor with over 20 years of experience in the financial services industry. Anthony holds both Series 63 and Series 65 licenses, as well as the Series 7 and Series 52 licenses, making Anthony a well-rounded advisor. Anthony is also a Certified Financial Planner and specializes in providing financial planning, portfolio management, and investment advisory services. Anthony is registered with Stratos Wealth Partners, Ltd. and also provides investment advisory services through Twenty Four Wealth Management. Anthony is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Percentage of assets under management with third party managers
1
2
CT
12/13/2019 - Present
Stratos Wealth Partners, Ltd. (Darien CT)
CT
03/25/2017 - 12/18/2019
MML INVESTORS SERVICES, LLC (STAMFORD CT)
CT
06/11/2002 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (STAMFORD CT)
CT
06/11/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)
MI
10/05/1999 - 06/07/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 05/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1999
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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