Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Grazziano is a financial advisor associated with Wells Fargo Clearing Services, LLC in Omaha, Nebraska. Anthony is a registered representative with over 14 years of experience in the financial services industry. Anthony has a Series 7 and Series 66 registration and holds active licenses in 30 states. Anthony is a registered investment advisor in Nebraska and Texas. Anthony is able to provide investment advice to a variety of client types, including individuals, businesses, and pension and profit-sharing plans. Anthony previously worked for BANCWEST INVESTMENT SERVICES, INC. and TD Ameritrade, Inc.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NE
10/13/2017 - Present
Wells Fargo Clearing Services, LLC (OMAHA NE)
NE
12/22/2015 - 10/03/2017
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NE
10/08/2009 - 12/15/2015
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 09/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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