What are your qualifications and experience?
Anthony Veiga began his career in the financial services industry in 2005 and obtained the Series 7 and Series 63 Securities Licenses (held by LPL Financial). In 2008 he obtained the Series 65 Securities License (held by Stratos Wealth Partners, Ltd.), as he transitioned from being in back office operations providing client support to partnering with a senior advisor to build client relationships and provide financial advice. In 2018, Anthony made the choice to leave the large brokerage firm he spent his career with to join Stratos Wealth Management, as a personal commitment to being a Fiduciary so he can always provide his clients with independent and personalized advice that's in their best interest.
Anthony has also earned the CERTIFIED FINANCIAL PLANNER™, or CFP®, practitioner designation from the Certified Financial Planner Board of Standards, Inc. For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience and ethical requirements. Learn the difference in working with a CFP® Professional
Realizing that one of the biggest risks to investors are the common emotional and behavioral mistakes they make with their investments, Anthony also dedicated himself to earn the BEHAVIORAL FINANCIAL ADVISOR™, or BFA™ designation. To earn this designation, practitioners must pass a proctored exam demonstrating the knowledge and process of helping clients make smarter financial decision by focusing on their goals and values; and realizing when emotions may be causing a forced sense of fear or exuberance. Many people can identify with the urge to sell their investments when markets get volatile or chasing returns on a high-flying stock and Anthony has a process to help rationalize these decisions.
In 2004, Anthony obtained a Bachelor of Science in Computer Information Systems from Manhattan College in Riverdale, NY. In 2013 he obtained both his MBA and Master of Science in Finance from Northeastern University in Boston. Upon graduating, Anthony was selected for membership in Beta Gamma Sigma, the international honor society for collegiate schools of business.