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, Pennsylvania. Anthony has been in the securities industry since March 21, 1995. Anthony is licensed in 11 states and has earned his Series 6, 26, and 63 licenses. Anthony provides financial planning and investment advice to individuals and businesses. Anthony is also a licensed life insurance broker and is affiliated with several insurance carriers, including Penn Mutual Life Insurance Company.
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
09/27/2016 - Present
Hornor, Townsend & Kent, LLC (HARLEYSVILLE PA)
PA
03/22/1995 - 08/11/2016
MSI FINANCIAL SERVICES, INC. (LANSDALE PA)
PA
03/22/1995 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LANSDALE PA)
BC
Issued 04/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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