Unclaimed
Anthony Paul Campagni is a financial professional with over 35 years of experience in the financial services industry. Anthony is currently a Registered Representative with LPL Financial LLC. Previously, Anthony was a Registered Representative with Mutual Service Corporation, MML Investors Services, Inc., Parsons Securities, Inc. and John Hancock Distributors, Inc. Anthony has a strong background in financial planning, portfolio management and investment advisory services. Anthony has Series 6, 7, and 63 licenses and holds the Certified Financial Planner designation. Anthony's clients include individuals, families, businesses, charitable organizations, and retirement 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.
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.
Consulting and other non-discretionary advisory services
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
OH
11/01/2024 - Present
LPL Financial LLC (DUBLIN OH)
MA
10/18/1993 - 11/13/1997
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
05/20/1993 - 10/25/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
07/20/1989 - 04/20/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
06/05/1989 - 07/27/1989
PARSONS SECURITIES, INC.
NA
03/21/1988 - 06/10/1989
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 05/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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