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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Thomas Uvari is a financial advisor at Truist Advisory Services, Inc. in West Palm Beach, Florida. Anthony has been in the industry since 2012, and has been registered with FINRA since 2018. Prior to joining Truist, Anthony worked as a financial advisor at Wells Fargo Clearing Services, LLC and J.P. Morgan Securities LLC. Anthony is registered to provide investment advice in the state of Florida. Anthony has a Series 7TO, Series 6, and Series 66 license. Anthony specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
01/13/2023 - Present
Truist Advisory Services, Inc. (WEST PALM BEACH FL)
FL
03/20/2020 - 12/14/2022
WELLS FARGO CLEARING SERVICES, LLC (WELLINGTON FL)
FL
10/01/2012 - 04/04/2018
J.P. MORGAN SECURITIES LLC (BOCA RATON FL)
FL
02/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ROYAL PALM BEACH FL)
BOTH
Issued 08/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 04/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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