Unclaimed
Anthony Pirozzi is a financial advisor with Raymond James Financial Services Advisors, Inc., registered with FINRA and the state of Florida since 2009. Anthony also has a Series 65 license, which allows him to offer investment advice. Prior to joining Raymond James, Anthony has worked for several other financial institutions, including EISNER SECURITIES, INC., JOSEPH CHARLES & ASSOC., INC. and L.C. WEGARD & CO., INC. Anthony's primary area of expertise is portfolio management for individuals and businesses, but he also offers financial planning, pension consulting, and educational seminars.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
10/06/2021 - Present
Raymond James Financial Services Advisors, Inc. (JUPITER FL)
MO
10/05/1998 - 11/15/2000
EISNER SECURITIES, INC. (ST. LOUIS MO)
FL
05/23/1997 - 10/06/1998
JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)
NY
10/31/1995 - 07/02/1997
VTR CAPITAL, INC. (NEW YORK NY)
NY
03/17/1995 - 01/05/1996
L.C. WEGARD & CO., INC. (NEW YORK NY)
NJ
09/22/1994 - 03/27/1995
DONALD & CO. SECURITIES INC. (TINTON FALLS NJ)
NY
10/23/1992 - 09/21/1994
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 08/02/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/15/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Anthony Pirozzi is the right advisor for you? Invested Better is here to help.