Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Vecchiarelli is a financial advisor with over 30 years of experience in the industry. Anthony is registered with Avantax Advisory Services and Avantax Planning Partners, Inc. Anthony has a wide range of experience in financial planning, portfolio management, and tax preparation. Anthony holds the Series 6 and 63 securities licenses and is also a Certified Financial Planner. Anthony is committed to providing personalized financial advice to help 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
PA
08/07/1996 - Present
Avantax Advisory Services (QUARRYVILLE PA)
GA
01/31/1994 - 01/24/1996
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
MA
05/30/1989 - 03/01/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/30/1989 - 03/01/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 05/26/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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