Unclaimed
Anthony Scaglione is a financial advisor with Stifel, Nicolaus & Company, Inc. Anthony has been in the industry since April 2009. Anthony is registered in 21 states and is an active member of the firm's branch office in Tampa, Florida. Anthony holds the Series 7 and Series 66 licenses. Anthony also holds the Securities Industry Essentials (SIE) exam. Anthony has experience working with high-net-worth individuals, corporations, and institutions. Anthony provides financial planning, portfolio management, and investment advisory services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/26/2015 - Present
Stifel, Nicolaus & Company, Inc. (TAMPA FL)
FL
04/01/2009 - 05/12/2015
UBS FINANCIAL SERVICES INC. (TAMPA FL)
BOTH
Issued 04/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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