Invested Better
Unclaimed

Unclaimed

Unclaimed

Anthony James Constantine

Lifemark Securities Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Anthony? Claim Your Profile

About Anthony James Constantine

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.

Firm Information

Anthony Constantine is currently registered with Lifemark Securities Corp.. Lifemark Securities Corp. is a registered investment advisor headquartered in Rochester, NY. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They have 86 licensed agents, investment advisor representatives, and registered representatives who manage $246,107,839 in assets for 1,231 accounts. They are registered with the SEC and in all 50 states.
Lifemark Securities Corp.

400 WEST METRO PARK

ROCHESTER, NY 14623

$246.11M

Assets Under Management

780

Total Clients

135

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Anthony Constantine’s Registration & Firm History

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)

Not sure if Anthony James Constantine is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony James Constantine.
Not sure if Anthony James Constantine is right for you?