Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Ferlito is a financial professional with over 5 years of experience in the industry. Anthony is currently registered as a Registered Representative and Investment Advisor Representative with MML Investors Services, LLC. Anthony's previous experience includes working with Securities America, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citizens Securities, Inc. Anthony holds the Series 7TO, SIE, and Series 6 licenses. He is also a licensed Investment Advisor Representative in the state of New York. Anthony offers a wide range of financial services, including portfolio management, financial planning, and pension consulting. He is committed to providing personalized and comprehensive financial guidance to help 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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
07/05/2023 - Present
MML Investors Services, LLC (Amherst NY)
NY
01/27/2022 - 05/22/2023
SECURITIES AMERICA, INC. (AMHERST NY)
NY
10/01/2020 - 01/25/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BUFFALO NY)
NY
02/20/2018 - 08/10/2020
CITIZENS SECURITIES, INC. (AMHERST NY)
IA
Issued 08/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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