Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Sergio is a registered representative with Hornor, Townsend & Kent, LLC in Harleysville, PA. Anthony has been working in the financial industry since July 2015. Anthony holds Series 6, 7TO, 63 and 65 licenses and is also a licensed insurance agent. Anthony has over 10 years of experience in the financial industry. Anthony is a board member for the Misericordia University Alumni Association.
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.
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.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
PA
10/19/2016 - Present
Hornor, Townsend & Kent, LLC (HARLEYSVILLE PA)
PA
07/14/2015 - 08/11/2016
MSI FINANCIAL SERVICES, INC. (LANSDALE PA)
IA
Issued 08/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Anthony Sergio is the right advisor for you? Invested Better is here to help.
