Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Mampieri is a financial advisor at Wells Fargo Advisors Financial Network, LLC, with over 36 years of experience in the financial services industry. Anthony has been registered with the state of Florida and Ohio. Anthony's firm has approximately 346,499 accounts with an estimated $154,192,149,347 in assets under management. Anthony specializes in providing financial planning, investment management, pension consulting, and selection of other advisors to high-net-worth individuals, corporations, other businesses, charitable organizations, and pension and profit-sharing plans.
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.
Investment consulting services to institutional clients
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.
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2
OH
10/25/2023 - Present
Wells Fargo Advisors Financial Network, LLC (DUBLIN OH)
OH
08/20/2010 - 10/24/2023
MORGAN STANLEY (Columbus OH)
OH
09/11/1998 - 08/24/2010
ROBERT W. BAIRD & CO. INCORPORATED (COLUMBUS OH)
WI
01/02/2002 - 09/13/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
OH
06/14/1988 - 09/21/1998
FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)
NA
06/11/1987 - 05/28/1988
SHERWOOD CAPITAL, INC.
BC
Issued 06/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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