Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Veiga is a financial advisor with over 17 years of experience in the financial services industry. Anthony is a Certified Financial Planner® professional, and has worked for a number of firms including Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and LPL Financial LLC. Anthony is currently a registered representative with Stratos Wealth Partners, Ltd., and is licensed to provide investment advice in Connecticut, New York, and Texas. Anthony specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Anthony has a passion for helping clients achieve their financial goals and is committed to providing personalized service.
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
05/16/2022 - Present
Stratos Wealth Partners, Ltd. (Ridgefield CT)
NY
04/27/2006 - 06/05/2018
WELLS FARGO CLEARING SERVICES, LLC (LARCHMONT NY)
CT
07/11/2005 - 03/15/2006
CASIMIR CAPITAL L.P. (GREENWICH CT)
IA
Issued 02/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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