Unclaimed
Anthony Gennaro is a financial advisor with over 37 years of experience in the financial services industry. He is currently registered with Osaic Wealth, Inc. and has held previous registrations with several other firms, including Securities America, Inc., Next Financial Group, Inc., Sunset Financial Services, Inc., and Jefferson Pilot Securities Corporation. Anthony is a licensed insurance agent, providing insurance services in addition to his financial advisory role. His focus is on providing comprehensive financial planning, portfolio management, and insurance services to individuals, businesses, and retirement plans. Anthony is committed to helping his clients achieve their financial goals and build a secure financial future.
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.
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.
1
2
PA
06/14/2024 - Present
Osaic Wealth, Inc. (MOON TOWNSHIP PA)
PA
04/09/2010 - 06/14/2024
SECURITIES AMERICA, INC. (MOON TOWNSHIP PA)
PA
11/29/2004 - 04/09/2010
NEXT FINANCIAL GROUP, INC. (MOON TOWNSHIP PA)
MO
11/19/2003 - 11/22/2004
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IN
07/08/2000 - 12/03/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NH
06/02/1989 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
NA
05/20/1988 - 06/09/1989
J. T. MORAN & CO., INC.
NA
02/26/1987 - 05/20/1988
BUTTONWOOD SECURITIES CORPORATION OF MASSACHUSETTS
BC
Issued 03/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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