Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Ziniti is a financial advisor with Osaic Wealth, Inc. He has been in the financial services industry since 2008. He is registered with the state of California, New Jersey, New York, North Carolina, and Oregon. Anthony holds the Series 63, Series 7, and SIE licenses. He is also a Certified Financial Planner. Anthony's areas of expertise include portfolio management, financial planning, pension consulting, educational seminars, and selection of other advisors. He has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and charitable organizations.
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.
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2
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
01/20/2016 - 08/20/2018
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
01/03/2012 - 12/09/2015
REALTY CAPITAL SECURITIES, LLC (NEW YORK CITY NY)
NY
04/23/2008 - 12/20/2011
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
02/13/2008 - 04/25/2008
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (FRANKLIN SQUARE NY)
BC
Issued 04/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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