Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Lofaso is a financial advisor with over 40 years of experience in the industry. He currently works at J. W. Cole Advisors, Inc. and has been registered with the firm since 2014. Anthony Lofaso is a Certified Financial Planner and a Chartered Financial Consultant. Prior to joining J. W. Cole Advisors, Inc., Anthony Lofaso worked at AXA Advisors, LLC, The Equitable Life Assurance Society of the United States, and PEBSCO Securities Corp. Anthony Lofaso specializes in financial planning, portfolio management, and provides hourly and fixed rate consulting services.
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.
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.
Hourly & fixed rate consulting
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
FL
03/05/2014 - Present
J. W. Cole Advisors, Inc. (WEST PALM BEACH FL)
FL
10/20/1980 - 03/14/2014
AXA ADVISORS, LLC (WEST PALM BEACH FL)
NY
07/01/1980 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
06/20/1984 - 04/13/1989
PEBSCO SECURITIES CORP.
IA
Issued 08/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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