Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Capitano is a financial professional with over 17 years of experience in the financial services industry. Anthony is currently registered with Cuso Financial Services, LP, a financial services firm based in San Diego, CA. Anthony has previously held positions with J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., and Scottrade, Inc. Anthony is a licensed securities professional and has a strong understanding of the financial markets. Anthony is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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2
FL
08/29/2023 - Present
Cuso Financial Services, LP (ORLANDO FL)
FL
12/16/2019 - 10/22/2022
J.P. MORGAN SECURITIES LLC (LAKE MARY FL)
FL
09/10/2018 - 06/19/2019
CHARLES SCHWAB & CO., INC. (Clermont FL)
FL
09/09/2004 - 03/08/2018
SCOTTRADE, INC. (OVIEDO FL)
BOTH
Issued 01/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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