Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Dolisi is a financial advisor at Equitable Advisors, LLC. Anthony has been working in the financial services industry since October 2015. Anthony is licensed to provide financial advice in the following states: Florida, New York, Pennsylvania, South Carolina, and Virginia. Anthony has passed the Series 6, Series 7TO, Series 63, and Series 66 exams. Anthony provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
NY
08/01/2022 - Present
Equitable Advisors, LLC (MELVILLE NY)
BOTH
Issued 06/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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