Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony James Cervio is an investment advisor representative at Steward Partners Investment Advisory, LLC. Anthony has been working in the financial industry since 2013 and has a combined 7 years of experience in the investment advisory business. Anthony has been registered with Steward Partners Investment Advisory, LLC since October 2022. Prior to joining Steward Partners, Anthony worked at Raymond James & Associates, Inc. Anthony holds FINRA Series 7, 66 and SIE licenses and the Series 99TO. Anthony has also taken the Uniform Combined State Law Examination and the Uniform Securities Agent State Law Examination.
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 01/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 08/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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