Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Coletti is a financial advisor with over 20 years of experience in the industry. Anthony has worked for several prominent firms, including Fidelity Brokerage Services LLC, Fidelity Investments Institutional Services Company, Inc., and John Hancock Distributors, Inc. Anthony is currently registered with Cuso Financial Services, LP. Anthony holds both the Series 6 and 63 licenses and specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Anthony is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
MA
08/17/2017 - Present
Cuso Financial Services, LP (LUNENBURG MA)
MA
11/17/2010 - 09/20/2017
CAMMACK LARHETTE BROKERAGE, INC. (Wellesley MA)
NH
01/01/2008 - 11/18/2009
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NH
06/22/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MERRIMACK NH)
MA
09/18/1998 - 03/31/2005
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
MA
10/02/1995 - 06/20/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
10/02/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 02/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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