Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Caruso has been in the financial services industry since February 27, 2000, and is currently registered with Cetera Investment Advisers LLC. Anthony has held previous positions with Securian Financial Services, Inc., Linsco/Private Ledger Corp., and WS Griffith Securities, Inc. Anthony holds licenses for Series 6, 7, 63, and SIE. Anthony Caruso works with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Anthony specializes in portfolio management for individuals and businesses and provides financial planning services.
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
NJ
08/10/2023 - Present
Cetera Investment Advisers LLC (MARTINSVILLE NJ)
NJ
07/01/2005 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Martinsville NJ)
SC
05/28/2004 - 07/01/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CT
02/28/2000 - 06/16/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BC
Issued 04/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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