Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Socci is a registered representative with Ameritas Advisory Services, LLC. Anthony has been in the financial services industry since 1992. Anthony has been registered with Ameritas Advisory Services, LLC since 2021. Anthony has a Series 6, Series 7 and Series 66 license and has passed the SIE exam. Anthony is also licensed as an independent insurance agent to sell fixed insurance products.
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.
Solicitor fees
1
2
CT
11/01/2021 - Present
Ameritas Advisory Services, LLC (Trumbull CT)
CT
06/10/2005 - 06/30/2006
CARILLON INVESTMENTS, INC. (ORANGE CT)
MA
12/06/2004 - 06/15/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
08/31/2000 - 11/15/2001
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NY
12/03/1998 - 06/12/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
NE
03/04/1996 - 12/02/1998
SECURITIES AMERICA, INC. (LAVISTA NE)
FL
10/12/1995 - 02/13/1996
INVESTACORP, INC. (MIAMI FL)
NY
07/20/1994 - 10/19/1995
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NJ
08/25/1988 - 07/06/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/25/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 01/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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