Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Curatolo is a financial professional with over 49 years of experience in the financial services industry. He is registered with Osaic Wealth, Inc. and Ciccarelli Advisory Services Inc., both based in Naples, FL. Anthony offers financial planning services to individuals, corporations, and businesses. He is also a Registered Investment Advisor (RIA) with a specialization in portfolio management. Anthony has a strong background in providing financial advice to clients, and he is dedicated to helping his clients achieve their financial 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.
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
FL
11/03/2023 - Present
Osaic Wealth, Inc. (NAPLES FL)
FL
03/01/1985 - 11/03/2023
FSC SECURITIES CORPORATION (NAPLES FL)
NA
09/20/1983 - 03/11/1985
APLAN SECURITIES, INC.
NA
08/15/1983 - 12/31/1984
MARSAN SECURITIES CO., INC.
NA
11/16/1983 - 04/30/1984
APPLE FINANCIAL CORPORATION
NA
07/14/1983 - 11/11/1983
E.C. FARNSWORTH & COMPANY, INC.
NA
03/16/1983 - 04/19/1983
VANTAGE SECURITIES OF COLORADO, INC.
NA
02/11/1982 - 04/18/1983
FITTIN, CUNNINGHAM & LAUZON, INC.
NA
02/11/1982 - 04/15/1983
FITTIN, CUNNINGHAM & LAUZON, INC.
NA
12/09/1974 - 09/22/1981
FIRST JERSEY SECURITIES, INC.
NA
05/09/1974 - 12/11/1974
MAYFLOWER SECURITIES CO., INC.
NA
03/05/1974 - 06/28/1974
CUSHING CAPITAL CORPORATION
NA
11/12/1973 - 05/01/1974
CUSHING PLACE, INC.
IA
Issued 12/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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