Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Cervio is an investment advisor representative with Steward Partners Investment Advisory, LLC. Anthony has been in the financial services industry since 2013 and has experience with various firms including Raymond James & Associates, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is a licensed representative in Florida and New York. Anthony is committed to providing his clients with personalized financial planning and investment management services. He specializes in helping individuals and families 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial 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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2
NY
11/10/2022 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
FL
01/10/2020 - 10/25/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
10/04/2018 - 12/31/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
AZ
01/01/2016 - 08/17/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 1/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 8/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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