Unclaimed
Anthony Muschitiello has been a Registered Representative for over 25 years. Anthony is currently registered with Fidelity Personal And Workplace Advisors and has previously worked with Fidelity Brokerage Services LLC, Chase Investment Services Corp, TD Ameritrade, Inc., and Salomon Smith Barney Inc. Anthony has been active in the financial services industry since January 15, 1998. Anthony holds both Series 7 and Series 63 licenses. Anthony currently provides advisory services for individuals, businesses and pooled investment vehicles. Anthony is based in Roslyn, NY.
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.
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
NY
08/16/2021 - Present
Fidelity Personal AND Workplace Advisors (ROSLYN NY)
NY
07/03/2007 - 02/12/2009
FIDELITY BROKERAGE SERVICES LLC (ROSLYN NY)
NY
04/12/2007 - 06/13/2007
CHASE INVESTMENT SERVICES CORP. (PLAINVIEW NY)
NY
01/15/2002 - 12/04/2006
TD AMERITRADE, INC. (NEW YORK NY)
NY
07/03/1997 - 01/09/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 04/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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