Unclaimed
Anthony Joseph Cosentino is a financial professional with over 8 years of experience in the financial services industry. Anthony has a Series 7, Series 63, and Series 65 license. He is also a Certified Financial Planner and has experience in providing financial planning services to individuals, businesses, and charitable organizations. Anthony is currently registered with Cetera Investment Advisers LLC and is based in Sedona, Arizona. Anthony has experience working with Vanguard Marketing Corporation and has been with Cetera Investment Advisers LLC since 2021. In addition to his work at Cetera Investment Advisers LLC, Anthony is also a board member for the Sedona Humane 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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2
AZ
03/21/2024 - Present
Cetera Investment Advisers LLC (SEDONA AZ)
AZ
07/08/2014 - 07/16/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 12/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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