Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Lolli is a financial professional with over 10 years of experience in the industry. Anthony is currently registered with J.P. Morgan Securities LLC and has held previous positions with BMO Harris Financial Advisors, Inc., and Waddell & Reed, Inc. Anthony specializes in providing financial advice and portfolio management services for individuals and businesses. Anthony has a strong track record of success in helping clients 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
10/23/2020 - Present
J.p. Morgan Securities LLC (Chicago IL)
NA
04/15/2019 - 09/09/2020
BMO NESBITT BURNS SECURITIES LTD. (TORONTO, ONTARIO )
IL
11/20/2017 - 09/09/2020
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
10/10/2012 - 11/16/2017
J.P. MORGAN SECURITIES LLC (Chicago IL)
MO
12/10/2010 - 01/14/2011
WADDELL & REED, INC. (INDEPENDENCE MO)
BOTH
Issued 10/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 06/11/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/04/2015
Series 4 - Registered Options Principal Examination
BC
Issued 05/14/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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