Unclaimed
Anthony Michael Lanzone is a registered representative with Janney Montgomery Scott LLC. Anthony is a Series 7, Series 66, and SIE licensed advisor with over 3 years of experience in the financial industry. Anthony is currently registered to provide investment advice in 36 states and the District of Columbia. Anthony is also registered as an investment advisor representative in Pennsylvania and Texas. Anthony has previously worked at Philadelphia Country Club in Gladwyn, PA, and the University of Pittsburgh in Pittsburgh, PA. Anthony has a strong track record of helping clients achieve their financial goals.
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.
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.
Fee plus commission
1
2
PA
07/07/2023 - Present
Janney Montgomery Scott LLC (RADNOR PA)
BOTH
Issued 04/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Anthony Lanzone is the right advisor for you? Invested Better is here to help.