Unclaimed
Anthony Priegue is a financial advisor with LPL Financial LLC. Anthony holds Series 7, Series 63, and Series 99TO securities licenses. Anthony has been in the financial industry since July 2018, working previously for Citigroup Global Markets Inc. and Vanguard Marketing Corporation. Anthony is registered to provide financial advice in Florida and South Carolina. Anthony specializes in a variety of financial products and 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.
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
SC
04/12/2023 - Present
LPL Financial LLC (FORT MILL SC)
NY
08/19/2021 - 04/05/2023
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NC
09/02/2016 - 09/27/2019
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 09/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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