Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Mastronicola is an active investment advisor representative with LPL Enterprise, LLC, a firm headquartered in Fort Mill, South Carolina. Anthony has been active in the financial services industry since 1985, and currently holds registrations in 8 states. Anthony has Series 6, Series 63, and Series 65 licenses, and is also registered with FINRA. LPL Enterprise, LLC offers a variety of investment advisory services, including financial planning, portfolio management for individuals and businesses, and educational seminars. The firm is committed to providing its clients with the highest level of personalized service and investment advice.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
11/14/2024 - Present
LPL Enterprise, LLC (WHITE PLAINS NY)
NJ
02/27/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
11/12/1990 - 02/11/1991
CITICORP FINANCIAL SERVICES,INC.
NJ
11/06/1985 - 10/01/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 06/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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