Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Terminello is a financial advisor with over 11 years of experience in the financial industry. Anthony has a Series 6, 7, 66 and SIE licenses and is currently registered with Wells Fargo Clearing Services, LLC. He is also a registered Investment Advisor in Florida and Texas. Anthony previously worked with J.P. Morgan Securities LLC, Morgan Stanley, and Merrill Lynch. Anthony has a proven track record of success in helping clients achieve their financial goals. He specializes in working with high-net-worth individuals, corporations, and other businesses. Anthony is dedicated to providing personalized financial advice and guidance to his clients.
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.
1
2
FL
09/30/2024 - Present
Wells Fargo Clearing Services, LLC (AVENTURA FL)
FL
01/19/2022 - 11/10/2022
WELLS FARGO CLEARING SERVICES, LLC (DELRAY BEACH FL)
FL
09/21/2017 - 09/22/2021
MORGAN STANLEY (Fort Lauderdale FL)
FL
10/01/2012 - 06/22/2017
J.P. MORGAN SECURITIES LLC (AVENTURA FL)
FL
09/15/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (AVENTURA FL)
BOTH
Issued 11/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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