Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Folino is a financial advisor with U.S. Bancorp Investments, Inc. Anthony is a registered representative with FINRA and has been active in the financial industry since October 31, 2007. Anthony has experience with a variety of clients, including high-net-worth individuals, charitable organizations, corporations, and individuals. Anthony is licensed to provide financial advice in 27 states and the District of Columbia. Anthony provides financial planning, portfolio management, and other advisory services to clients.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NC
11/06/2019 - Present
U.s. Bancorp Investments, Inc. (Charlotte NC)
NC
03/11/2011 - 10/23/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
11/12/2010 - 03/09/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
09/24/2009 - 09/22/2010
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHARLOTTE NC)
MO
10/01/2000 - 08/01/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
07/20/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 12/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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