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Financial Adviser Services
New York State incorporated 2004
United States Securities Exchange Commission (SEC) Firm ID 170047
CEO Anthony V. Pranzo
Financial Adviser Services
New York State incorporated 2004
United States Securities Exchange Commission (SEC) Firm ID 170047
CEO Anthony V. Pranzo
Preeminent
A service for ultra-high-net-worth.
Evaluating and defining access to top-performing money managers worldwide.
Verifying performance and overall ability of wire house institutions and financial professionals.
Advice only, fee for service and/or active account management.
Dawdling with dutiful online brokers, personally contacting or walking into the office of a wealth manager or national broker-dealer is not an option, especially not the ones at the end of a strip mall or community corner.
Understood!
No hyperfocus on account transfers or assets under management to ensure premier unbiased advice with access to a variety of top wealth managers for a multitude of probabilities.
Understood!
Prominent
Available to individuals, institutions, and all types of local and international government agencies seeking strategies.
Available to FINRA Registered Broker/Dealers & RIAs. SEC/State formation, compliance risk assessment.
Global conditions illuminate the urgency for diversification. In some instances, this can mean multiple registered firms and registered representatives, including international financial institutions and their representatives.