Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony M. Spinelli is a financial professional with over 25 years of experience in the industry. Anthony has a strong background in securities and investments, having previously worked at J.P. Morgan Securities LLC, Chase Investment Services Corp., and Northwestern Mutual Investment Services, LLC. Anthony is currently registered with MML Investors Services, LLC. Anthony is dedicated to providing personalized financial advice and investment strategies 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.
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
09/07/2022 - Present
MML Investors Services, LLC (Bronx NY)
NY
10/01/2012 - 07/14/2022
J.P. MORGAN SECURITIES LLC (BRONX NY)
NY
05/27/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BRONX NY)
NY
08/02/2007 - 04/27/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREAT NECK NY)
NY
04/23/2001 - 02/07/2007
BEAR WAGNER SPECIALISTS LLC (NEW YORK NY)
NY
10/08/1999 - 04/23/2001
WAGNER STOTT MERCATOR, L.L.C. (NEW YORK NY)
NY
02/21/1996 - 10/08/1999
CMJ PARTNERS LLC (NEW YORK NY)
IA
Issued 07/13/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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