Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Righi is an experienced financial professional with over 20 years of experience in the financial services industry. He specializes in providing financial planning, retirement planning, and investment management services. Anthony has earned the CERTIFIED FINANCIAL PLANNER™ designation, which demonstrates his commitment to providing comprehensive financial advice. He currently works as a Financial Advisor at Cambridge Investment Research Advisors, Inc., and has worked with several other financial institutions throughout his career. Anthony has a strong understanding of the financial markets and is committed to providing his clients with personalized financial guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
07/03/2024 - Present
Cambridge Investment Research Advisors, Inc. (Romeo MI)
MI
06/03/2011 - 01/19/2017
SIGMA FINANCIAL CORPORATION (ROMEO MI)
MI
06/23/2005 - 06/13/2011
STATE FARM VP MANAGEMENT CORP. (ROMEO MI)
CT
06/03/2003 - 05/18/2005
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
11/21/2000 - 09/30/2003
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NY
04/21/1999 - 11/16/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
04/21/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 06/01/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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