Unclaimed
Anthony Lomonaco is an Investment Advisor Representative at Knights of Columbus Asset Advisors LLC. Anthony holds a Series 65 license and is currently registered as an Investment Advisor in Arizona. Anthony has over 12 years of experience in the financial services industry and is committed to providing clients with personalized financial advice and guidance. He is also a field agent for Knights of Columbus Insurance, selling life insurance & annuities, long term care insurance, and disability insurance. Anthony specializes in providing financial advice to individuals, families, and businesses. He is also experienced in providing advice to pooled investment vehicles, investment companies, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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AZ
07/23/2021 - Present
Knights OF Columbus Asset Advisors LLC (Vail AZ)
IA
Issued 05/24/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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