Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Barassi is a financial advisor with Stifel, Nicolaus & Company, Inc. Anthony has been in the financial industry since 2019. Anthony is licensed to provide securities advice in Massachusetts. Anthony has passed a series of examinations including the Series 7TO, Series 57TO and Series 63. Anthony is registered with the Financial Industry Regulatory Authority (FINRA). Anthony's firm, Stifel, Nicolaus & Company, Inc., is a well-established firm that provides a range of financial services. Stifel, Nicolaus & Company, Inc. manages over $149 billion in client assets. Anthony specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Anthony also provides financial planning and pension consulting 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.
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
MA
06/18/2019 - Present
Stifel, Nicolaus & Company, Inc. (BOSTON MA)
BC
Issued 07/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2019
Series 57TO - Securities Trader Exam
BC
Issued 06/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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