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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 Mazzali is an Investment Advisor Representative at CG Advisory Services. Anthony has over 28 years of experience in the financial services industry. Anthony works with individuals, families, businesses, and charitable organizations. He has a broad range of experience that includes investment advice, retirement planning, insurance planning, estate planning, tax planning, and college savings. Anthony is a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). He is also a member of the National Association of Personal Financial Advisors (NAPFA).
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
09/24/2010 - Present
CG Advisory Services (WILLIAMSTON MI)
MI
08/25/2017 - 03/19/2018
GENEOS WEALTH MANAGEMENT, INC. (Williamston MI)
MI
05/18/2015 - 08/25/2017
WFG INVESTMENTS, INC. (WILLIAMSTON MI)
MI
02/09/2009 - 05/18/2015
INVEST FINANCIAL CORPORATION (HASLETT MI)
MI
10/18/2001 - 02/09/2009
ROYAL ALLIANCE ASSOCIATES, INC. (HASLETT MI)
OH
12/21/1997 - 11/16/2001
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
10/29/1997 - 12/17/1997
CONCORD BROKERAGE SERVICES, INC. (BOSTON MA)
MN
06/24/1993 - 10/25/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/24/1993 - 10/25/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/1999
Series 24 - General Securities Principal Examination
BC
Issued 03/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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