Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Casnellie is a financial advisor with On Investment Management Co., a registered investment advisor firm. Anthony has been in the industry since March 2002 and has a Series 66 license. Anthony has offices in Cincinnati, Ohio.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
OH
04/27/2011 - Present
ON Investment Management Co. (CINCINNATI OH)
BOTH
Issued 04/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/31/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/21/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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