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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Carpita is a financial advisor with United Capital Financial Advisors in Moline, Illinois. Anthony has been in the financial services industry since 1993. Anthony has a Series 7, Series 63 and Series 7TO license. Anthony is also a Certified Financial Planner. Anthony has experience working with individuals, businesses, pension plans, and charitable organizations. Anthony has worked with Goldman Sachs & Co. LLC, BirchTree Financial Services LLC, A. G. Edwards & Sons, Inc., Rodman & Renshaw Inc., and Chatfield Dean & Co., Inc.
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.
Sub-adviser for other investment advisers
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.
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2
IL
03/29/2019 - Present
United Capital Financial Advisors (MOLINE IL)
IL
07/01/2023 - 11/16/2023
GOLDMAN SACHS & CO. LLC (CHICAGO IL)
IA
06/20/2001 - 04/17/2012
BIRCHTREE FINANCIAL SERVICES LLC (DAVENPORT IA)
MO
03/24/1995 - 06/06/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IL
08/12/1993 - 03/29/1995
RODMAN & RENSHAW INC. (CHICAGO IL)
CO
06/21/1993 - 08/23/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 09/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/24/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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