Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Pirozzi is a financial advisor with over 28 years of experience in the financial services industry. Anthony is currently registered with Raymond James Financial Services Advisors, INC. Anthony has held prior registrations with EISNER SECURITIES, INC., JOSEPH CHARLES & ASSOC., INC., VTR CAPITAL, INC., L.C. WEGARD & CO., INC., and DONALD & CO. SECURITIES INC. Anthony holds the Series 7, Series 24, Series 51, and Series 63 licenses and the Series 65 qualification. Anthony's firm provides a variety of financial planning services, including portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. Anthony's firm's clients include high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, insurance companies, banking or thrift institutions, and charitable organizations.
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 8/2/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/25/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/15/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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