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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Luciano is an Investment Advisor Representative with Fidelity Personal and Workplace Advisors. Anthony has been in the financial services industry since October 4, 1992, and is registered with both the state of Massachusetts and New Hampshire. Anthony has also been registered with Fidelity Brokerage Services LLC in the past. Anthony has several years of experience working with clients. Anthony holds a number of licenses and designations, including the Series 6, 7, 10, 63, and 65 exams. Anthony's specialties include portfolio management for individuals and businesses, financial planning, and educational seminars.
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.
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.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MA
03/01/2005 - 08/23/2007
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
MA
04/22/2003 - 03/01/2005
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
RI
12/07/1994 - 05/05/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
02/05/1993 - 12/07/1994
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NY
09/14/1992 - 01/14/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 12/30/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/28/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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