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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Santucci is an investment advisor representative with Fidelity Personal And Workplace Advisors. Anthony has been in the securities industry since July 3, 2003. Anthony has a Series 7, Series 31, Series 63, Series 66 and SIE licenses. Anthony has been registered with Fidelity Personal And Workplace Advisors since December 2018. Prior to that, Anthony was registered with LPL Financial LLC from July 2014 to December 2018. Anthony also has a history of working for other firms such as Edward Jones, TD Ameritrade, Inc., Chase Investment Services Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley DW Inc. and ABN AMRO Financial Services, Inc. Anthony is licensed in 33 states. Fidelity Personal And Workplace Advisors has approximately 13624 clients. The firm provides financial planning, educational seminars and selection of other advisers services. The firm's main office is located at 245 Summer Street, V2A, Boston, MA 02210.
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.
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.
1
2
IL
02/04/2020 - Present
Fidelity Personal AND Workplace Advisors (OAK BROOK IL)
IL
07/30/2014 - 12/21/2018
LPL FINANCIAL LLC (CHICAGO IL)
IL
10/06/2010 - 08/01/2014
EDWARD JONES (CHICAGO IL)
IL
03/16/2009 - 05/05/2010
TD AMERITRADE, INC. (OAK BROOK IL)
IL
10/17/2007 - 08/13/2008
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
04/25/2005 - 10/03/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
NY
04/02/2004 - 04/26/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IL
04/11/2003 - 03/29/2004
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
FL
04/08/2002 - 02/11/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 06/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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