Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Dirito is a financial professional with over 20 years of experience in the industry. Anthony has a Series 65 license and is registered as an Investment Advisor Representative with Assetmark, Inc. in Concord, CA. Anthony has previously held positions at Capital Brokerage Corporation and Assetmark Capital Corporation. Anthony is a Series 7, Series 22, Series 26 and SIE licensed professional, holding registrations in multiple states. Anthony currently works as a Senior Vice President, Divisional Sales of Assetmark, Inc.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
CA
11/13/2008 - Present
Assetmark, Inc. (CONCORD CA)
VA
12/03/2013 - 08/15/2014
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
04/01/2008 - 11/15/2013
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CA
01/11/2008 - 04/01/2008
ASSETMARK CAPITAL CORPORATION (PLEASANT HILL CA)
CA
11/07/2006 - 12/03/2007
DUNHAM AND ASSOCIATES INVESTMENT COUNSEL, INC. (SAN DIEGO CA)
MA
01/18/2002 - 09/27/2006
BOSTON CAPITAL SECURITIES, INC. (BOSTON MA)
IA
Issued 10/31/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/17/2002
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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