Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Lucidonio is an active investment advisor representative with MML Investors Services, LLC, based in Newtown Square, PA. Anthony has been in the financial industry since 2009 and holds a Series 6, Series 7, Series 63, and Series 7TO licenses as well as the SIE exam. Anthony has been associated with various firms throughout his career, including KESTRA INVESTMENT SERVICES, LLC, METLIFE SECURITIES INC., and NEW ENGLAND SECURITIES. Anthony is a Chartered Financial Consultant and is registered in Delaware, Florida, New Jersey, New York, Pennsylvania, and Texas.
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
PA
03/25/2024 - Present
MML Investors Services, LLC (NEWTOWN SQUARE PA)
PA
03/23/2015 - 12/26/2018
KESTRA INVESTMENT SERVICES, LLC (Bala Cynwyd PA)
PA
01/02/2015 - 04/01/2015
METLIFE SECURITIES INC. (NEWTOWN PA)
PA
05/18/2009 - 01/02/2015
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
BC
Issued 12/29/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/15/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Anthony Lucidonio is the right advisor for you? Invested Better is here to help.
