Unclaimed
Anthony Arcuri is a financial advisor with over 28 years of experience in the industry. Anthony currently works at Private Advisor Group, LLC. Anthony provides investment advisory services to a diverse range of clients, including high-net-worth individuals, corporations, and charitable organizations. Anthony holds Series 6, 7, 63, and 65 licenses, as well as the SIE. He is registered to provide investment advice in 16 states. Anthony is committed to providing his clients with personalized financial planning and investment management services tailored to their unique needs and 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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
12/22/2015 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
VA
07/01/2003 - 12/22/2015
WELLS FARGO ADVISORS, LLC (CHARLOTTESVILLE VA)
NY
05/01/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/24/1997 - 05/02/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
10/28/1994 - 08/14/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
DE
04/19/1994 - 11/11/1994
PML SECURITIES COMPANY (NEWARK DE)
IA
Issued 02/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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