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Anthony P. Mecoli

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CRD#: 704694
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Anthony Paul Mecoli was a registered financial advisor .

Anthony is a previously registered financial advisor and started their career in finance in 1980. Anthony had worked at 11 firms and has passed the Series 66, Series 63, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 22, 2002 - November 8, 2006

DION MONEY MANAGEMENT INC

RIA
CRD#: 110914
NAPLES, FL
Past

July 7, 1998 - May 7, 2001

MILLER JOHNSON STEICHEN KINNARD, INC.

BD
CRD#: 694
MINNEAPOLIS, MN
Past

September 18, 1991 - May 27, 1998

SUTRO & CO. INCORPORATED

BD
CRD#: 801
SAN FRANCISCO, CA
Past

May 14, 1991 - July 2, 1991

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

September 4, 1990 - April 23, 1991

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

December 10, 1986 - September 4, 1990

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

BD
CRD#: 76
Past

June 3, 1986 - November 12, 1986

C. L. MCKINNEY & CO., INC.

BD
CRD#: 2735
Past

October 1, 1984 - November 12, 1985

CALIFORNIA BROKERAGE SERVICES,INC.

BD
CRD#: 14638
Past

July 8, 1982 - July 3, 1985

NORTHRIDGE SECURITIES, INC.

BD
CRD#: 1394
Past

April 15, 1982 - June 17, 1982

J. W. WELLER & CO., INC.

BD
CRD#: 6106
Past

February 16, 1982 - March 31, 1982

AMERICAN WESTERN SECURITIES, INC.

BD
CRD#: 7619
Past

February 22, 1980 - April 15, 1982

NORTHRIDGE SECURITIES, INC.

BD
CRD#: 1394

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/10/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 55
Date: 7/10/1998
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current firm


No current employment

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


No current employment

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