Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Xerri is a financial advisor at Wells Fargo Advisors Financial Network, LLC, and has been in the industry since June 2011. Anthony is registered with the state of New Jersey as both a registered representative (Series 7) and an investment advisor representative (Series 66). Anthony has passed the Securities Industry Essentials (SIE) exam, the General Securities Representative Examination (Series 7) and the Uniform Combined State Law Examination (Series 66). Anthony has specialized in a variety of areas, including portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors. Anthony's current office is in Morganville, NJ.
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.
Investment consulting services to institutional clients
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.
1
2
NJ
07/03/2024 - Present
Wells Fargo Advisors Financial Network, LLC (MORGANVILLE NJ)
BOTH
Issued 04/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Anthony Xerri is the right advisor for you? Invested Better is here to help.
