Unclaimed
Anthony Camerio is a financial professional with over 40 years of experience in the financial services industry. Anthony is a Chartered Financial Consultant and holds both Series 6 and Series 63 licenses. Anthony currently works for Osaic Wealth, Inc. where he has been employed since November 2023. Anthony has a strong background in providing financial planning, retirement planning, and college planning services. He is also experienced in selling mutual funds to meet clients' needs. Anthony is dedicated to helping clients achieve their financial goals and has a proven track record of success.
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
AL
10/23/2024 - Present
Osaic Wealth, Inc. (WETUMPKA AL)
AL
11/30/2005 - 11/03/2023
FSC SECURITIES CORPORATION (WETUMPKA AL)
LA
12/19/2001 - 11/30/2005
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
NY
05/03/1999 - 12/19/2001
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
07/11/1995 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NJ
09/15/1983 - 05/19/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 02/24/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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