Unclaimed
Anthony Constantine is a registered investment advisor representative with Lifemark Securities Corp. Anthony has been in the industry since January 3, 1994. Anthony has worked at several firms, including Foresters Equity Services, Inc., WRP Investments, Inc., World Group Securities, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Signator Investors, Inc., and Equity Services, Inc. Anthony is registered in Ohio and holds several licenses and certifications. Anthony provides financial planning and portfolio management services to individuals. Anthony's current firm, Lifemark Securities Corp. is headquartered in Rochester, New York and has approximately 780 clients.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
OH
11/01/2018 - Present
Lifemark Securities Corp. (Concord OH)
OH
01/03/2011 - 11/06/2018
FORESTERS EQUITY SERVICES, INC. (CONCORD OH)
OH
05/04/2007 - 12/31/2010
WRP INVESTMENTS, INC. (MENTOR OH)
GA
09/07/2006 - 05/10/2007
WORLD GROUP SECURITIES, INC. (DULUTH GA)
OH
04/29/2003 - 08/30/2006
METLIFE SECURITIES INC. (BROADVIEW HEIGHTS OH)
OH
04/29/2003 - 08/30/2006
METROPOLITAN LIFE INSURANCE COMPANY (BROADVIEW HEIGHTS OH)
MA
02/11/1998 - 04/24/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
VT
09/10/1996 - 02/05/1998
EQUITY SERVICES, INC. (MONTPELIER VT)
MA
12/17/1993 - 11/14/1996
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
BOTH
Issued 11/09/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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