Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony J. Cifelli is a financial advisor with Ameriprise Financial Services, LLC. Anthony has been in the financial services industry since November 28, 2000. Anthony has a wide range of experience in the financial services industry, including experience with Wells Fargo Advisors Financial Network, LLC and Wachovia Securities, LLC. Anthony is registered with the state of New Jersey and is licensed to sell securities in multiple states across the country. Anthony's specialties include asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for businesses and individuals.
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.
Asset allocation services
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
NJ
06/22/2017 - Present
Ameriprise Financial Services, LLC (MOUNT LAUREL NJ)
NJ
06/15/2007 - 06/19/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (RED BANK NJ)
NJ
07/01/2003 - 06/15/2007
WACHOVIA SECURITIES, LLC (RED BANK NJ)
NY
11/29/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/02/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Anthony Cifelli is the right advisor for you? Invested Better is here to help.
