Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Joseph Accetta is a financial advisor with over 16 years of experience in the industry. Anthony has a Series 6, 7, 26, 63, and 65 licenses. He is registered with Cetera Investment Advisers LLC and offers a range of advisory services, including financial planning, portfolio management, and pension consulting. Anthony specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Before joining Cetera, Anthony worked at Foresters Financial Services, Inc. Anthony is also a Vice-Chairman for the City of Mechanicville Charter Review Committee, a Mechanicville Housing Authority Board Member, and Secretary of the Italian Fraternal Society.
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.
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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 9/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/11/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 5/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/1/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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