Unclaimed
Anthony Luigi Sassano is an investment advisor representative at Vanguard Advisers, Inc. Anthony has been working in the financial services industry since August 2019. Anthony is licensed to provide financial advice in Pennsylvania and Texas. Anthony has a Series 63, Series 66, and Series 7 license. Anthony has experience working with individuals, businesses, high-net-worth individuals, trusts, charitable organizations, pensions, and investment companies. Anthony specializes in investment advice, portfolio management, and financial planning.
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.
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.
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2
PA
02/26/2021 - Present
Vanguard Advisers, Inc. (MALVERN PA)
PA
08/09/2019 - 12/18/2020
NYLIFE SECURITIES LLC (BALA CYNWYD PA)
BOTH
Issued 02/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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