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Advisors in Boca Raton, Florida
1,608 Results
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

BOCA RATON, FL

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Anthony Mampieri is a financial advisor at Wells Fargo Advisors Financial Network, LLC, with over 36 years of experience in the financial services industry. Anthony has been registered with the state of Florida and Ohio. Anthony's firm has approximately 346,499 accounts with an estimated $154,192,149,347 in assets under management. Anthony specializes in providing financial planning, investment management, pension consulting, and selection of other advisors to high-net-worth individuals, corporations, other businesses, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Equitable Advisors, LLC

location

BOCA RATON, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Robert Lucido is a financial professional registered with Equitable Advisors, LLC. Anthony is licensed in Florida. Anthony has two product exams - the Investment Company Products/Variable Contracts Representative Examination and the Securities Industry Essentials Examination. Anthony has a wide range of specializations including investment advisory, portfolio management, and financial planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

BOCA RATON, FL

experience

19 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Anthony Anthony is a registered representative with Wells Fargo Clearing Services, LLC. Anthony has been in the securities industry since 2006. Anthony is registered in 20 states and has experience in the financial services industry, including working with high-net-worth individuals, corporations, and institutions. Anthony offers a range of financial services including investment consulting, financial planning, pension consulting, and portfolio management. Anthony's firm, Wells Fargo Clearing Services, LLC, is a large financial institution that provides a variety of financial services to individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed
location

Boca Raton, FL

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Cofone is a financial advisor with over 30 years of experience in the financial services industry. He is currently registered with Morgan Stanley in Boca Raton, FL. Anthony is a Series 7, 52, 63 and 65 licensed financial advisor. Previously, Anthony has held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, A. G. Edwards & Sons, Inc., McLaughlin, Piven, Vogel Securities, Inc., MONY Securities Corp. and Calvert Securities Corporation. Anthony is a licensed advisor in all 50 states and offers a wide range of financial services, including asset allocation advice, financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Charles Schwab & CO., Inc.

location

Boca Raton, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Johnson has been in the financial services industry since 2008. Anthony is currently registered with Charles Schwab & CO., Inc. in Florida and Virginia. Anthony is also registered with the state of Virginia as an Investment Advisor Representative. Anthony holds the Series 7, Series 31, and SIE licenses and is also a licensed General Securities Representative in 21 states including California, Colorado, Connecticut, Florida, Georgia, Maryland, Massachusetts, Michigan, Montana, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, Tennessee, Texas, Virginia, Washington, and Wisconsin. Anthony has a strong background in both financial planning and portfolio management and can help you with a variety of financial needs.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed
location

BOCA RATON, FL

0 Disclosures

ADVISOR BIO

Anthony Leone is an investment advisor representative with Alpha Zero LLC. Anthony has been in the financial services industry for over 10 years and has experience in providing investment advice to individuals and businesses. Anthony specializes in portfolio management for individuals and financial planning. Anthony is registered to provide investment advice in Connecticut and Florida.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

RBC Capital Markets, LLC

location

BOCA RATON, FL

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Anthony Dominic Polimeni is a financial advisor with RBC Capital Markets, LLC. Anthony has been in the financial services industry since 1990. Anthony has held several positions at various firms, including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, City National Bank and RBC Capital Markets, LLC. Anthony is currently registered with the state of Florida and Texas. Anthony is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. Anthony has passed the Series 7, Series 9, Series 10, Series 63 and Series 65 exams. Anthony is a specialist in Public & Private Employee Benefit Plans, Endowment Funds, Foundations, Family Trusts & Various Capital/Operating Funds, Financial Planning, Pension Consulting, Educational Seminars, and Portfolio Management for Individuals, Businesses and Pooled Investment Vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Ameriprise Financial Services, LLC | CFP ®,CFC ® (Certifications)

location

Boca Raton, FL

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Anthony Nicholas Maneri is a financial advisor with Ameriprise Financial Services, LLC. Anthony has been working in the financial industry since December 4, 1994. Anthony holds the Series 7, Series 63, and SIE licenses. Anthony also has the designations of Certified Financial Planner and Chartered Financial Consultant. Anthony has worked with clients of all types, including individuals, high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. Anthony provides a wide range of financial services, including financial planning, asset allocation services, portfolio management for individuals and businesses, pension consulting, educational seminars, and publication of periodicals. Anthony is dedicated to providing personalized financial advice to help clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

BOCA RATON, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Avella is a financial advisor with over 20 years of experience in the industry. Anthony has been registered with Wells Fargo Clearing Services, LLC since August 2020. Prior to joining Wells Fargo Clearing Services, LLC, Anthony worked at Oppenheimer & Co. Inc. Anthony has a Series 63, Series 66, and Series 7 licenses as well as a Series 9 and Series 10 license. Anthony specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Commonwealth Financial Network

location

Boca Raton, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Antonio Cannataro is a financial professional who has been working in the industry since April 2005. Antonio currently works at Commonwealth Financial Network and is registered in 17 states. Antonio is a registered representative with FINRA and also holds an investment advisor representative registration in Florida. Antonio's past employment includes positions at Ameriprise Financial Services, LLC, IDS Life Insurance Company, and GunnAllen Financial, Inc. Commonwealth Financial Network is a financial services firm that specializes in providing financial planning, portfolio management, and other services to individuals, businesses, and institutions. Antonio is a dedicated professional with a long track record of success in the financial services industry.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals

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