Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Adamo is a financial advisor at Independent Financial Partners. Anthony has been a registered representative for over 30 years, and has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. Anthony is committed to helping clients achieve their financial goals through personalized financial planning and investment management services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
FL
11/15/2023 - Present
Independent Financial Partners (Palm Harbor FL)
FL
04/09/2013 - 03/10/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (TAMPA FL)
FL
09/15/2011 - 03/12/2013
FIFTH THIRD SECURITIES, INC. (CLEARWATER FL)
FL
09/15/2000 - 05/16/2011
CHARLES SCHWAB & CO., INC. (CLEARWATER FL)
RI
10/05/1998 - 08/07/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MA
04/01/1998 - 09/16/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
03/26/1998 - 04/01/1998
BARNETT INVESTMENTS, INC.
FL
09/22/1997 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NY
05/10/1989 - 08/08/1997
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
BOTH
Issued 10/31/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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