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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Kowalski is a financial advisor with over 35 years of experience in the industry. Anthony is currently registered with Cetera Investment Advisers LLC in Florida and Texas. Anthony holds a Series 7, 24, 63 and 65 licenses. Anthony offers a range of services including financial planning, portfolio management, and educational seminars. Anthony also has experience in working with individuals, corporations, charitable organizations, pension and profit-sharing plans. Anthony is a Certified Financial Planner and has been recognized as a top advisor in the industry.
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
01/12/2023 - Present
Cetera Investment Advisers LLC (TAMPA FL)
FL
07/01/2010 - 09/21/2015
INVESTMENT CENTERS OF AMERICA, INC. (CRYSTAL RIVER FL)
FL
09/25/2002 - 07/02/2010
CUNA BROKERAGE SERVICES, INC. (CLEARWATER FL)
IL
10/02/1997 - 09/17/2002
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
NY
09/12/1994 - 10/16/1997
SAPERSTON FINANCIAL INC. (BUFFALO NY)
FL
03/30/1992 - 10/06/1994
SOVEREIGN EQUITY MANAGEMENT CORP. (DEERFIELD BEACH FL)
CO
11/24/1990 - 04/07/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
CO
11/25/1987 - 11/30/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 11/28/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/6/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/4/1992
Series 24 - General Securities Principal Examination
BC
Issued 7/24/1992
Series 4 - Registered Options Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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