Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Cortina is an investment advisor representative with Farther Finance Advisors. Anthony has been in the industry since 2007 and has a Series 65 license. Anthony is a Certified Financial Planner and is registered as an investment advisor representative in Virginia. Anthony's previous employers include RMB Capital Management LLC, Lido Advisors, LLC, Wolf Group Capital Advisors, Hillman Capital Management, Inc. Anthony's specializations include retirement planning, college savings, estate planning, and insurance. Anthony specializes in providing financial planning and portfolio management services for individuals and businesses.
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.
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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CA
10/02/2024 - Present
Farther (SAN FRANCISCO CA)
IA
Issued 08/19/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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