Unclaimed
Anthony Joseph Accetta is an investment advisor representative with Cetera Investment Advisers LLC. Anthony has been in the financial services industry for over 17 years. Anthony has a wide range of experience in providing financial advice to individuals and businesses. Anthony is licensed to provide investment advice in multiple states. Anthony is also a registered representative with Cetera Investment Services LLC. Anthony has a strong commitment to providing clients with personalized financial advice and services. Anthony is a member of the Mechanicville Housing Authority Board and is a Trustee for the Accetta Family Irrevocable Trust.
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
NY
04/22/2022 - Present
Cetera Investment Advisers LLC (LATHAM NY)
NY
06/02/2006 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (LATHAM NY)
IA
Issued 09/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Anthony Accetta is the right advisor for you? Invested Better is here to help.