Unclaimed
Anthony Bitonti is a financial advisor with over 5 years of experience in the industry. He currently works at J.P. Morgan Securities LLC and is licensed to provide investment advice in New York, New Jersey, Florida, Connecticut and California. Anthony has successfully passed several industry exams, including the Series 6, 7, 63, 66 and SIE. Previously, he held positions at Cetera Investment Services LLC, Invest Financial Corporation and Essex National Securities, LLC. Anthony specializes in a wide range of financial services including financial planning, portfolio management, and investment advice for both individuals and businesses.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
11/18/2022 - Present
J.p. Morgan Securities LLC (Robbinsville NJ)
NJ
12/06/2017 - 01/10/2018
CETERA INVESTMENT SERVICES LLC (MOORESTOWN NJ)
NJ
10/15/2015 - 12/06/2017
INVEST FINANCIAL CORPORATION (BURLINGTON NJ)
NJ
01/01/2015 - 10/14/2015
ESSEX NATIONAL SECURITIES, LLC (Hamilton NJ)
BC
Issued 12/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/21/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Anthony Bitonti is the right advisor for you? Invested Better is here to help.