Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Vincent De angelo is a financial professional with over 13 years of experience in the financial services industry. Anthony has a broad range of experience and has been registered with Ameriprise Financial Services, LLC since January 2021. Before that, Anthony was employed at Equitable Advisors, LLC in New York, NY, from March 2010 to February 2021. Anthony holds the Series 63, 66, and 24 licenses, as well as the SIE and Series 7 licenses. Anthony has a wide array of state licenses and is also an active Investment Advisor Representative in New Jersey and Texas. Anthony has been actively engaged in the industry since April 22, 2010. Anthony specializes in providing financial advice and investment management services to a wide range of clients, including individuals, families, businesses, and institutions. Anthony is committed to providing his clients with personalized financial advice and investment strategies that meet their individual needs and 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.
Asset allocation 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.
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2
NJ
01/29/2021 - Present
Ameriprise Financial Services, LLC (Summit NJ)
NY
04/23/2010 - 02/02/2021
EQUITABLE ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 07/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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