Unclaimed
Anthony Bianco is a financial advisor with Fidelity Personal and Workplace Advisors. Anthony has been in the financial services industry since 2020 and is registered to offer securities and investment advisory services in 24 states. Prior to joining Fidelity, Anthony worked with VALIC Financial Advisors and SagePoint Financial. Anthony holds Series 63, Series 65 and Series 7 licenses, and he is also a certified financial planner. Anthony specializes in financial planning for individuals, families and businesses. He is committed to providing personalized service and helping his clients achieve their financial 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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
11/21/2024 - Present
Fidelity Personal AND Workplace Advisors (CRANBERRY TOWNSHIP PA)
PA
08/08/2022 - 12/20/2023
VALIC FINANCIAL ADVISORS, INC. (PITTSBURGH PA)
PA
07/17/2020 - 06/30/2022
SAGEPOINT FINANCIAL, INC. (OAKMONT PA)
IA
Issued 01/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/26/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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