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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 Leonardo Maiuolo is a financial advisor with MML Investors Services, LLC, working out of the Elmsford, NY branch office. Anthony Maiuolo has over 17 years of experience in the financial services industry. Anthony Maiuolo is a CERTIFIED FINANCIAL PLANNER™ professional, a CHARTERED FINANCIAL CONSULTANT, and holds licenses in 51 states for securities and investment advisory services. Anthony Maiuolo has a history of working with a variety of clients including high-net-worth individuals, businesses, corporations, trusts, foundations, insurance companies, charitable organizations, pension and profit sharing plans, and state or municipal government entities. In addition to his financial advisory work, Anthony Maiuolo also is an independent insurance agent, a partner in SKG Ventures LLC and Taxter Marketing LLC, and a member of SKG Tax LLC.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/07/2017 - Present
MML Investors Services, LLC (ELMSFORD NY)
NY
04/08/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ELMSFORD NY)
NY
12/21/2012 - 04/08/2016
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
08/07/2007 - 01/02/2013
JOHN THOMAS FINANCIAL (NEW YORK NY)
NY
04/17/2006 - 09/27/2006
GUNNALLEN FINANCIAL, INC (NEW YORK NY)
NY
11/22/2004 - 05/11/2006
S.W. BACH & COMPANY (NEW YORK NY)
FL
11/11/2004 - 11/23/2004
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
IA
Issued 4/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/11/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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