Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Bacarella is a financial advisor with over 28 years of experience in the industry. Anthony is registered with SPC and previously worked with Parkland Securities, LLC and Robert Thomas Securities, Inc. Anthony holds Series 7, 24, 63, 65, 99TO and SIE licenses. Anthony is a licensed insurance agent and offers a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and consultation services. Anthony is dedicated to providing clients with personalized financial advice and helping them achieve 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.
Consultation services
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.
Seminar attendance fees
1
2
MI
01/22/2010 - Present
SPC (ANN ARBOR MI)
MI
01/09/2002 - 11/11/2022
PARKLAND SECURITIES, LLC (ANN ARBOR MI)
FL
06/23/1994 - 11/30/1994
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 11/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/1995
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 06/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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