Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Vocalina is an investment advisor representative with Essex Financial Services, Inc.. Anthony has been in the industry since 1990. Anthony holds Series 7, 9, 10, 63, and SIE licenses and is registered in Connecticut and several other states. Anthony is a registered investment advisor representative with Essex Financial Services, Inc. Anthony is a registered investment advisor representative with Essex Financial Services, Inc., who has been in the industry since 1990. Anthony holds Series 7, 9, 10, 63, and SIE licenses and is registered in Connecticut and several other states. Anthony is a registered investment advisor representative with Essex Financial Services, Inc., who has been in the industry since 1990. Anthony holds Series 7, 9, 10, 63, and SIE licenses and is registered in Connecticut and several other states. Anthony is also a registered insurance agent for Essex Financial Services Inc. Anthony works with individuals, businesses, charitable organizations, 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.
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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2
CT
08/02/2021 - Present
Essex Financial Services, Inc. (ESSEX CT)
CT
03/23/2005 - 08/02/2021
PARKLAND SECURITIES, LLC (WATERFORD CT)
RI
12/19/1990 - 03/17/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 05/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/26/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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