Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Melo is a financial advisor registered with Eagle Strategies LLC. Anthony has been in the industry since 2024. Anthony works at the Waltham, MA branch of Eagle Strategies LLC. Anthony is a Series 7, 66, and SIE licensed representative. Anthony provides financial planning and portfolio management services to individuals, charitable organizations, and businesses.
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.
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.
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
MA
10/24/2024 - Present
Eagle Strategies LLC (WALTHAM MA)
BOTH
Issued 08/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/23/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Anthony Melo is the right advisor for you? Invested Better is here to help.
