Unclaimed
Anthony Migliozzi is a financial advisor at Commonwealth Financial Network with over 16 years of experience in the financial industry. Anthony specializes in providing financial planning, investment management and insurance solutions to individuals, businesses, and non-profit organizations. Anthony has worked with Edward Jones for 7 years and previously held positions with PRUCO Securities, LLC., Hartford Equity Sales Company Inc., American Skandia Marketing, Inc., and MFS Fund Distributors, Inc.. Anthony is registered to offer securities and investment advisory services in 25 states. Anthony is committed to providing his clients with personalized financial advice and guidance. Anthony has a strong background in investment strategies and a deep understanding of the financial markets.
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.
1
2
CT
03/19/2021 - Present
Commonwealth Financial Network (West Hartford CT)
CT
04/02/2014 - 03/22/2021
EDWARD JONES (SUFFIELD CT)
NJ
01/03/2013 - 03/25/2014
PRUCO SECURITIES, LLC. (NEWARK NJ)
NY
05/21/2007 - 01/03/2013
HARTFORD EQUITY SALES COMPANY INC. (ALBANY NY)
CT
01/19/2006 - 03/28/2007
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
MA
10/25/2004 - 12/13/2005
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 06/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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