Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Valentino is an active investment advisor representative registered with Cetera Investment Advisers LLC. Anthony's current employment is with Cetera Investment Advisers LLC. Anthony has been in the industry since 2018, working previously with First Allied Securities, Inc., Securian Financial Services, Inc., and Commonwealth Financial. Anthony has a total of 9 approved state licenses, 2 approved IA state licenses, and is registered in 11 states. Anthony has passed the Uniform Combined State Law Examination (Series 66), Securities Industry Essentials Examination (SIE) and the General Securities Representative Examination (Series 7). Anthony's specialties include: portfolio management, financial planning, and educational seminars.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
SC
11/01/2022 - Present
Cetera Investment Advisers LLC (DANIEL ISLAND SC)
SC
11/12/2021 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (DANIEL ISLAND SC)
SC
06/01/2018 - 11/15/2021
SECURIAN FINANCIAL SERVICES, INC. (DANIEL ISLAND SC)
BOTH
Issued 07/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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