Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Attilio? Claim Your ProfileAttilio Foschini is a financial advisor with over 30 years of experience in the financial services industry. Attilio is currently registered with Brokers International Financial Services, LLC and holds a Series 7, 6, 63 and 65 license as well as a Series 26 and 51 principal license. Attilio has worked at other firms including Lincoln Investment, Great American Advisors, Inc., UVEST Financial Services Group, Inc., AFS Brokerage, Inc., Conseco Securities, Inc., Conseco Financial Services, Inc., Conseco Equity Sales, Inc., Garco Equity Sales, Inc. and Pruco Securities Corporation. Attilio provides advisory services including educational seminars, publication of periodicals, selection of other advisors and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of assets managed by third-party advisor firms
1
2
CT
09/27/2022 - Present
Brokers International Financial Services, LLC (Farmington CT)
CT
08/02/2010 - 09/26/2022
LINCOLN INVESTMENT (FARMINGTON CT)
CT
10/23/2008 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (FARMINGTON CT)
CT
01/10/2005 - 09/04/2008
UVEST FINANCIAL SERVICES GROUP, INC. (FARMINGTON CT)
TX
06/07/2002 - 01/05/2005
AFS BROKERAGE, INC. (AUSTIN TX)
IN
08/05/1998 - 06/07/2002
CONSECO SECURITIES, INC. (CARMEL IN)
IN
04/14/1997 - 08/05/1998
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
IN
08/08/1996 - 04/14/1997
CONSECO EQUITY SALES, INC. (CARMEL IN)
IN
09/28/1995 - 05/28/1996
GARCO EQUITY SALES, INC. (CARMEL IN)
NJ
11/14/1985 - 08/03/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 10/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/08/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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