Unclaimed
Anthony Nunno is an investment advisor representative with Vanguard Advisers, Inc., registered in Pennsylvania and Texas. Anthony has been in the financial services industry since 2019 and has prior experience with M Holdings Securities, Inc. Anthony is a Series 66, Series 7 and SIE licensed professional, and specializes in providing financial planning, portfolio management, and selection of other advisors for individuals, businesses, and pooled investment vehicles. Anthony's firm manages a diverse portfolio of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
1
2
PA
09/14/2021 - Present
Vanguard Advisers, Inc. (MALVERN PA)
NJ
10/03/2019 - 08/13/2021
M HOLDINGS SECURITIES, INC. (EAST HANOVER NJ)
BOTH
Issued 12/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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