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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 Ferraiolo is a financial advisor with Osaic FA, Inc. located in Rochester, New York. Anthony has been in the financial industry since September 20, 2013. Anthony has experience working with both individual and institutional clients, including individuals, businesses, charitable organizations, and pension and profit-sharing plans. Anthony holds the Series 6, Series 26, and Series 63 licenses, as well as the SIE exam. Anthony's focus is on providing financial planning, portfolio management, and investment advisory 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.
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.
Retirement plan consulting services provided on a limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
12/01/2021 - Present
Osaic FA, Inc. (ROCHESTER NY)
OH
09/05/2012 - 01/09/2020
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
NJ
02/12/2003 - 12/19/2003
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 01/31/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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