Unclaimed
Anthony John Carrino is a financial advisor with Roble, Belko and Company, Inc. in Newtown, PA. Anthony has over 27 years of experience in the financial services industry. Anthony holds Series 3, 63 and 66 licenses and is a Certified Financial Planner and Chartered Financial Consultant. Anthony specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, businesses, and charitable organizations. Anthony is also a sole proprietor of Sycamore Consulting, where he consults on investments.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
PA
03/29/2005 - Present
Roble, Belko AND Company, Inc. (NEWTOWN PA)
NJ
02/21/2003 - 05/11/2005
EMMET & CO, INC. (FAR HILLS NJ)
NJ
03/11/2002 - 04/22/2002
FIRST INSTITUTIONAL SECURITIES, L.L.C. (WEST PATERSON NJ)
NY
04/26/1995 - 10/24/2000
FIRST ALBANY CORPORATION (NEW YORK NY)
NY
01/03/1975 - 03/28/1995
CS FIRST BOSTON CORPORATION (NEW YORK NY)
NA
09/04/1973 - 03/01/1975
HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED
BOTH
Issued 12/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/1978
Series 40 - Registered Principal Examination
BC
Issued 11/05/1984
Series 3 - National Commodity Futures Examination
BC
Issued 08/23/1973
Series 1 - Registered Representative Examination
Active
Inactive
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