Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Pace is a financial advisor with over 30 years of experience in the industry. Anthony is registered to provide investment advice in Connecticut, Florida, and several other states. Anthony is a Certified Financial Planner™ professional. Anthony currently works at LRI Investments. Anthony has previously worked at several firms including Hartford Equity Sales Company Inc., Harvest Capital LLC, Linsco/Private Ledger Corp, 1717 Capital Management Company, and CIGNA Financial Advisors, Inc. Anthony provides investment advisory services, financial planning and pension consulting.
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.
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
FL
10/09/2023 - Present
LRI Investments (PALM BEACH GARDENS FL)
CT
11/19/1999 - 02/27/2004
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
01/06/2000 - 02/12/2004
HARVEST CAPITAL LLC (WETHERSFIELD CT)
SC
12/16/1997 - 12/09/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
DE
05/16/1995 - 12/31/1997
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
PA
02/08/1991 - 05/25/1995
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 06/22/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1991
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1991
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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