Unclaimed
Anthony Urso is an active Registered Representative, with both Broker-Dealer and Investment Advisor licenses, registered in California. Anthony is a General Securities Representative, holds the SIE and Series 7TO exams and has passed the Uniform Combined State Law Examination (Series 66). Anthony is currently employed with MMA Securities LLC in San Diego, CA.
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.
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.
Advisory services to retirement plan participants
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.
Based on assets under advisement or per capita
1
2
CA
11/22/2024 - Present
MMA Securities LLC (San Diego CA)
BOTH
Issued 05/17/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/08/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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