Unclaimed
Anthony Lafranca is a financial advisor with Planmember Securities Corp. Anthony has been in the financial industry since 2000, and has worked with several firms throughout the years including Scarborough Securities Corporation, IFMG Securities, Inc., Charles Schwab & Co., Inc., and Wall Street Access. Anthony is registered with FINRA and in 51 states, including New York. Anthony is a general securities representative and has experience with a range of financial planning and investment services.
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.
Provides investment supervisory services
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
NY
07/26/2021 - Present
Planmember Securities Corp. (IRVINGTON NY)
NY
06/04/2007 - 01/24/2011
SCARBOROUGH SECURITIES CORPORATION (IRVINGTON NY)
NY
01/11/2006 - 04/27/2007
IFMG SECURITIES, INC. (PURCHASE NY)
TX
03/19/2004 - 11/18/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
09/22/2000 - 03/09/2004
WALL STREET ACCESS (NEW YORK NY)
BOTH
Issued 01/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2006
Series 24 - General Securities Principal Examination
BC
Issued 07/13/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/13/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/29/2001
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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