Unclaimed
Anthony Michael Liace is a financial advisor with over 30 years of experience in the financial services industry. Anthony has a proven track record of success in helping clients reach their financial goals. Anthony is registered to provide investment advice in 16 states. He is also registered with FINRA and the SEC. Anthony holds the Series 6, Series 63, Series 65 and SIE licenses. Anthony is currently affiliated with Osaic Wealth, Inc. and previously worked at Woodbury Financial Services, Inc., MML Investors Services, LLC, MSI Financial Services, Inc., and Metropolitan Life Insurance Company.
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.
A percentage of the total value of assets under management is charged.
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2
IL
01/19/2024 - Present
Osaic Wealth, Inc. (LOMBARD IL)
IL
08/11/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LOMBARD IL)
IL
03/25/2017 - 08/17/2017
MML INVESTORS SERVICES, LLC (Lombard IL)
IL
05/14/1992 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DOWNERS GROVE IL)
IL
05/14/1992 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DOWNERS GROVE IL)
IA
Issued 12/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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