Anthony Passerini (CRD# 357516) is an Investment Advisor Representative working at Ajp Financial Services, LLC in Wilmington, DE and has over 40 years of experience in the finance industry.
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ajp Financial Services, LLC | Wilmington, DE | Jul 2017 - Current | 6 |
| 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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- DE
- PA
- TX
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Total Assets Under Management12MILLIONS
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Total Number of Accounts73ACCOUNTS
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Average Account Value$168,535
- 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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