Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Fratello is a financial advisor with Mutual Advisors, LLC. Anthony is registered with the state of California and has been in the industry since 2019. He is also a registered representative with FINRA and holds a Series 7TO and SIE licenses. He is also an independent insurance agent and provides tax planning and estate planning services as an associate for CA Tax Planners.
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.
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.
Hourly consulting
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
03/27/2020 - Present
Mutual Advisors, LLC (El Segundo CA)
CA
01/28/2019 - 05/06/2019
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
BOTH
Issued 08/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/31/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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