Unclaimed
Anthony Caliri is a financial professional with experience in the securities industry. Anthony has been registered with the Securities and Exchange Commission (SEC) since 2018. Anthony is currently registered with Cetera Financial Specialists LLC and previously worked at Securities America, Inc. and Avantax Investment Services, Inc. Anthony's areas of expertise include investment company products and variable contracts. Anthony holds Series 6, Series 63 and SIE licenses. Anthony is registered in California, Massachusetts and Rhode Island.
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.
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.
1
2
RI
12/16/2022 - Present
Cetera Financial Specialists LLC (CRANSTON RI)
RI
02/23/2021 - 12/16/2022
SECURITIES AMERICA, INC. (CRANSTON RI)
RI
11/24/2018 - 02/26/2021
AVANTAX INVESTMENT SERVICES, INC. (Cranston RI)
BC
Issued 12/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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