Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Korenza? Claim Your ProfileKorenza Anfuso is a financial advisor with over seven years of experience in the financial services industry. Korenza is currently registered with LPL Financial LLC and has a Series 7, Series 6, and Series 63 license. Korenza has previously been affiliated with BOFA SECURITIES, INC., Vanguard Marketing Corporation, and MetLife Securities, Inc. Korenza's specializations include financial planning, portfolio management, and investment advisory services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
03/07/2023 - Present
LPL Financial LLC (FORT MILL SC)
NY
05/09/2022 - 01/31/2023
BOFA SECURITIES, INC. (NEW YORK NY)
SC
11/28/2017 - 09/28/2021
LPL FINANCIAL LLC (FORT MILL SC)
NC
08/02/2017 - 10/18/2017
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NC
05/18/2015 - 03/16/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
05/09/2015 - 06/30/2016
METLIFE SECURITIES, INC (CHARLOTTE NC)
BC
Issued 07/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/09/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Korenza Anfuso is the right advisor for you? Invested Better is here to help.
