Unclaimed
Anthony Malizia is a financial advisor with Alliancebernstein LP. Anthony has been working in the financial industry since August 2015. Anthony holds the Series 7, SIE and Series 66 securities licenses. Anthony is also a Certified Financial Planner. Anthony offers financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles, asset allocation, publication of periodicals and selection of other advisers. Anthony is registered in Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Maine, Maryland, Massachusetts, Minnesota, Montana, New Jersey, New Mexico, New York, Ohio, Pennsylvania, South Carolina, Utah, Vermont, Virginia and Washington. Anthony was previously registered with LPL FINANCIAL LLC.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
04/17/2023 - Present
Alliancebernstein LP (NEW YORK NY)
MD
08/04/2015 - 02/28/2018
LPL FINANCIAL LLC (TIMONIUM MD)
BOTH
Issued 02/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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