Anthony PasseriniCRD Number: 357516
Current Firm: Ajp Financial Services, LLC
Anthony Passerini (CRD# 357516) is an Investment Advisor Representative working at Ajp Financial Services, LLC in Wilmington, DE and has over 39 years of experience in the finance industry.
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
Planning Capital Management Corp.
|Ajp Financial Services, LLC||Wilmington, DE||Jul 2017 - Current||4|
|Next Financial Group Inc.||Wilmington, DE||Jan 2007 - Apr 2018||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1983|
|S65||NASAA Investment Advisors Law Examination||Jan 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management12MILLIONS
Total Number of Accounts65ACCOUNTS
Average Account Value$184,251
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
DE, PA, TX
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