Unclaimed
Anna marie Caruso is a financial professional with over 15 years of experience in the industry. She is currently registered with The Huntington Investment Co. and is licensed to provide investment advice in Pennsylvania. Anna marie specializes in helping individuals and corporations with their financial planning needs. Her expertise includes portfolio management, investment strategies, and retirement planning. Anna marie is committed to providing her clients with personalized service and tailored financial solutions to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
PA
02/20/2008 - Present
THE Huntington Investment Co. (BETHEL PARK PA)
BC
Issued 12/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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