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Anthony Iarocci
Independent Financial Advisor
Biography
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in working towards their short and long-term financial goals. Whether you would like to build personal wealth or plan for retirement, I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you work towards your financial goals.
Contact me for a complimentary portfolio review.
Wedbush Next
Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.
With Wedbush NEXT clients can:
- Open a Wedbush NEXT spend account
- Set and manage savings goals
- Access curated automated investing portfolios
To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!