Unclaimed
Anthony Giancola is a financial advisor with LPL Financial LLC, a firm with offices in Lewiston, NY. Anthony has over 10 years of experience in the financial industry. He is registered in New York and holds the Series 6, Series 63, and SIE licenses. Anthony specializes in providing financial planning, portfolio management, and other advisory services to individuals, corporations, and charitable organizations. Anthony has previously worked at NYLIFE Securities LLC. He is committed to helping clients reach 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.
Consulting and other non-discretionary advisory 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
06/13/2016 - Present
LPL Financial LLC (LEWISTON NY)
NY
07/14/2008 - 02/18/2016
NYLIFE SECURITIES LLC (WILLIAMSVILLE NY)
BC
Issued 08/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Anthony Giancola is the right advisor for you? Invested Better is here to help.