Anthony Bucceri (CRD# 6924156) is an Investment Advisor Representative working at Principal Securities, Inc. in Independence, OH and has over 5 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Jesser Group | Independence, OH | Nov 2023 - Current | < 1 |
| Principal Securities | Independence, OH | Oct 2023 - Current | < 1 |
| Principal Life Insurance Company | Independence, OH | Oct 2023 - Current | < 1 |
| Guardian Life Insurance Company | Independence, OH | Feb 2020 - Oct 2023 | 3 |
| Park Avenue Securities | Independence, OH | Feb 2020 - Oct 2023 | 3 |
| Valic Financial Advisors, Inc. | Independence, OH | Jun 2018 - Feb 2020 | 1 |
| Splash Car Wash | Green, OH | Dec 2017 - May 2018 | < 1 |
| Two Men And A Truck | Akron, OH | Aug 2014 - Dec 2017 | 3 |
| Salem Republic Rubber Company | Sebring, OH | Jan 2016 - May 2016 | < 1 |
| Cambridge Jewelers | Hudson, OH | Jan 2015 - Oct 2015 | < 1 |
| Broadview Farms | Louisville, OH | Jun 2014 - Aug 2014 | < 1 |
| St. Thomas Aquinas High School | Louisville, OH | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- OH
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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