Unclaimed
Anthony Capristo is a financial advisor with Centaurus Financial, Inc. Anthony has been in the financial industry since November 2008. Anthony is registered in 14 states as an Investment Advisor Representative. Anthony has experience in a variety of financial services, including financial planning, investment management, and insurance. Anthony is also a Certified Financial Planner and a Chartered Financial Consultant. Anthony is committed to providing clients with personalized financial advice to help 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.
1
2
PA
03/01/2018 - Present
Centaurus Financial, Inc. (HONESDALE PA)
PA
09/14/2012 - 07/15/2013
CCO INVESTMENT SERVICES CORP. (NARBERTH PA)
PA
11/19/2007 - 08/10/2012
M&T SECURITIES, INC. (WILKES-BARRE PA)
BOTH
Issued 07/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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