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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Felice is a financial professional with over 20 years of experience in the industry. Anthony has a strong background in securities, having held various roles at firms such as E*TRADE SECURITIES LLC and TD WATERHOUSE INVESTOR SERVICES, INC. Anthony is currently a Registered Representative at Morgan Stanley, one of the leading global financial institutions. Anthony holds multiple licenses and designations, including Series 3, 4, 7, 24, and 63. Anthony provides a wide range of financial services, including financial planning, asset allocation advice, portfolio management, and pension consulting. Anthony is committed to providing personalized and comprehensive financial solutions to meet the unique needs of each client.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
06/13/2022 - Present
Morgan Stanley (PURCHASE NY)
NJ
03/23/2006 - 06/13/2022
E*TRADE SECURITIES LLC (Jersey City NJ)
NJ
12/16/2004 - 03/06/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (JERSEY CITY NJ)
NY
05/09/2002 - 09/22/2004
QUICK & REILLY, INC. (NEW YORK NY)
GA
03/16/1999 - 05/01/2002
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
BC
Issued 01/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2013
Series 4 - Registered Options Principal Examination
BC
Issued 08/14/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2015
Series 3 - National Commodity Futures Examination
BC
Issued 01/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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