Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Locascio is an investment advisor representative at Kestra Advisory Services, LLC. Anthony has been working in the financial services industry since 1983 and is a Certified Financial Planner. Anthony is registered to provide investment advisory services in Florida and a number of other states. His firm, Kestra Advisory Services, LLC, manages over $48 billion in assets for individual, corporate and institutional clients. Anthony specializes in providing financial planning, pension consulting, and portfolio management services.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
04/28/2016 - Present
Kestra Advisory Services, LLC (WINTERHAVEN FL)
GA
04/22/1993 - 02/12/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
04/16/1991 - 05/10/1993
MARKET SECURITIES CORPORATION
NC
09/25/1986 - 06/10/1991
HDA SERVICE CORPORATION (LITTLE SWITZERLAND NC)
NA
09/07/1984 - 10/02/1986
FSC SECURITIES CORPORATION
NA
08/24/1983 - 08/31/1984
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
BC
Issued 10/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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