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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Camilleri is a financial advisor with over 27 years of experience in the industry. Anthony has a broad range of experience having worked for several notable firms, including American Funds Distributors, Inc., Invesco Distributors, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Currently Anthony works with Osaic Wealth, Inc., a firm with over 40,000 clients and manages billions of dollars. Anthony holds a Series 7, Series 26, Series 63 and Series 65 licenses and is registered in 15 states. Anthony specializes in financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management 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.
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)
CA
11/07/2013 - 10/09/2023
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
TX
07/01/2010 - 11/04/2013
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
IL
07/25/2006 - 06/22/2010
DWS INVESTMENTS DISTRIBUTORS, INC (CHICAGO IL)
MA
02/05/2004 - 06/28/2006
EVERGREEN INVESTMENT SERVICES, INC. (BOSTON MA)
CA
02/28/2001 - 12/02/2003
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NY
02/04/1999 - 02/12/2001
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
10/02/1996 - 06/16/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/13/1995 - 10/08/1996
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
IA
Issued 10/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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