Unclaimed
Anthony Sarracino is a financial professional with over 20 years of experience in the securities industry. Anthony is a Registered Representative and Investment Advisor Representative with Lincoln Investment, a firm that provides financial planning, portfolio management, and other services to individuals and businesses. Anthony has held previous roles with TD Ameritrade and Scottrade.
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.
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.
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
PA
02/04/2020 - Present
Lincoln Investment (Fort Washington PA)
PA
02/26/2018 - 09/11/2019
TD AMERITRADE, INC. (JENKINTOWN PA)
PA
06/05/2000 - 02/26/2018
SCOTTRADE, INC. (WAYNE PA)
BOTH
Issued 02/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/23/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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