Unclaimed
Anthony Landi is an investment advisor representative with Sterling Bridge Financial Group LLC. Anthony has been with the firm since March 2019. Anthony is also the owner of Senior Benefit Resources, PLLC and spends the majority of his work week serving the needs of his insurance clients. Anthony Landi is a Series 65 registered investment advisor.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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FL
07/08/2024 - Present
Sterling Bridge Financial Group LLC (PALM HARBOR FL)
IA
Issued 04/08/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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