Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Giuliano is a financial advisor in Pleasanton, California. Anthony has been working in the financial services industry since June 1998 and is currently registered with Osaic Wealth, Inc.. Anthony Giuliano has also been registered with Securities America, Inc. and Foothill Securities, Inc. in the past. Anthony has a wide range of experience in financial planning, portfolio management, and investment advisory services. Anthony Giuliano is dedicated to helping clients reach their financial goals.
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.
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2
CA
09/26/2024 - Present
Osaic Wealth, Inc. (PLEASANTON CA)
CA
12/08/2016 - 06/14/2024
SECURITIES AMERICA, INC. (PLEASANTON CA)
CA
09/16/2003 - 12/08/2016
FOOTHILL SECURITIES, INC. (PLEASANTON CA)
AZ
06/12/1998 - 09/26/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 01/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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