Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Tangredi is a registered representative with Raymond James Financial Services Advisors, Inc. and has been in the industry since January 2005. Anthony has held previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Anthony holds Series 66, Series 10, Series 9, Series 7, and SIE licenses. He is licensed in Connecticut, Florida, Maryland, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, and South Carolina. Anthony is also a business owner for C. Ash Holdings, LLC and Tangredi Financial Services, LLC. Anthony is a specialist in financial planning and portfolio management for individuals and businesses. He also provides educational seminars and selects other advisors for clients as needed.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NY
06/14/2021 - Present
Raymond James Financial Services Advisors, Inc. (Goshen NY)
NY
01/26/2005 - 06/22/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIDDLETOWN NY)
BOTH
Issued 04/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/05/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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