Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Aulffo is a financial advisor with Private Advisor Group, LLC. Anthony holds a Series 7, Series 63, and Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ professional. Anthony has over 10 years of experience in the financial services industry and is committed to providing his clients with personalized financial advice and guidance.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
08/01/2024 - Present
Private Advisor Group, LLC (Cherry Hill NJ)
NJ
11/30/2020 - 12/21/2021
LPL FINANCIAL LLC (CHERRY HILL NJ)
PA
01/23/2019 - 06/10/2019
TAYLOR CAPITAL MANAGEMENT INC. (Berwyn PA)
PA
03/25/2017 - 12/07/2018
MML INVESTORS SERVICES, LLC (NEWTOWN SQUARE PA)
PA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEWTOWN SQUARE PA)
PA
03/04/2013 - 01/02/2015
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
PA
02/09/2011 - 02/08/2012
SECURIAN FINANCIAL SERVICES, INC. (PLYMOUTH MEETING PA)
PA
11/05/2008 - 05/18/2010
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 03/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Anthony Aulffo is the right advisor for you? Invested Better is here to help.
