Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Cirocco is a financial advisor with Raymond James Financial Services Advisors, Inc. Anthony has been in the industry since 2006 and has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Anthony holds the Series 6, 7, 63, and 66 licenses and is a CERTIFIED FINANCIAL PLANNER™. Anthony is committed to providing personalized financial advice and helping clients achieve their financial goals.
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
NY
02/04/2022 - Present
Raymond James Financial Services Advisors, Inc. (Buffalo NY)
NY
09/21/2016 - 03/05/2021
KEY INVESTMENT SERVICES LLC (BUFFALO NY)
NY
05/15/2012 - 09/21/2016
LPL FINANCIAL LLC (BUFFALO NY)
NY
04/05/2006 - 05/15/2012
HSBC SECURITIES (USA) INC. (DEPEW NY)
NY
10/12/2005 - 12/21/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 12/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/11/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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