Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luca? Claim Your ProfileLuca Anthony D'Italia is a financial advisor registered with Independence Financial Advisors, LLC. Luca is a Certified Financial Planner, and holds Series 7, 6, and 63 licenses. Luca provides financial planning services to individuals, businesses, and pension plans. Luca also assists clients with the selection of fixed annuities and fixed life insurance products as an employee of Consolidated Life Producers.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advertisement and sale of fixed/ fixed-index annuity products
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.
A percentage of the total value of assets under management is charged.
One-time project fees
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2
NH
12/26/2018 - Present
Independence Financial Advisors, LLC (FRANKLIN NH)
NH
06/17/2015 - 09/17/2018
INFINEX INVESTMENTS, INC. (FRANKLIN NH)
NH
12/04/2013 - 06/22/2015
TD AMERITRADE, INC. (MANCHESTER NH)
NH
12/17/2012 - 11/25/2013
MORGAN STANLEY (MANCHESTER NH)
NH
05/22/2012 - 11/06/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (LACONIA NH)
NH
10/20/2009 - 08/30/2011
WADDELL & REED, INC. (BEDFORD NH)
IA
Issued 12/02/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/19/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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