Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Petrelli is a financial advisor with over 45 years of experience in the industry. Anthony has a long history with Momentum Independent Network Inc. and previously worked with NTB FINANCIAL CORPORATION, WALL STREET WEST, INC., HANIFEN, IMHOFF INC., and BOSWORTH SULLIVAN & COMPANY INCORPORATED. Anthony holds various licenses and certifications including Series 7, 24, 27, 40, 63, 66, 79TO, 99TO and the SIE exam. Anthony provides financial planning and portfolio management for individuals and works with a diverse group of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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.
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.
12b-1 fees
1
2
CO
01/03/2023 - Present
Momentum Independent Network Inc. (Littleton CO)
CO
06/01/1987 - 12/31/2022
NTB FINANCIAL CORPORATION (ENGLEWOOD CO)
NA
03/21/1984 - 06/09/1987
WALL STREET WEST, INC.
NA
03/15/1978 - 03/15/1984
HANIFEN, IMHOFF INC.
NA
06/25/1975 - 04/13/1978
BOSWORTH SULLIVAN & COMPANY INCORPORATED
BOTH
Issued 11/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/1986
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/23/1978
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1975
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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