Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Zaccaria is a financial advisor with UBS Financial Services Inc. Anthony has been working in the financial industry since 2002. Anthony has a Series 3, Series 7 and Series 66 license and is registered in multiple states, including Illinois and Texas. Anthony has a wide range of experience, working for companies such as Mizuho Securities USA Inc. and Morgan Stanley & Co., Incorporated. Anthony provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IA
02/28/2022 - Present
UBS Financial Services Inc. (DAVENPORT IA)
NY
09/09/2002 - 03/08/2004
MIZUHO SECURITIES USA INC. (NEW YORK NY)
NY
05/18/2000 - 06/07/2001
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 12/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2011
Series 3 - National Commodity Futures Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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