Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Lawrence Natrella is a financial advisor with over 29 years of experience in the industry. Anthony is registered with Osaic Wealth, Inc. and has been working with clients since 2017. Anthony has a strong track record of providing financial advice to clients. Anthony's specializations include Retirement planning, college savings, and estate planning. Anthony's experience and qualifications make him a valuable resource for individuals and families looking for financial guidance.
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
11/13/2024 - Present
Osaic Wealth, Inc. (GOSHEN NY)
NY
10/31/2017 - 06/14/2024
SECURITIES AMERICA, INC. (GOSHEN NY)
NY
09/10/2008 - 11/09/2017
NATIONAL PLANNING CORPORATION (GOSHEN NY)
NY
10/11/1994 - 09/11/2008
FIRST INVESTORS CORPORATION (NANUET NY)
IA
Issued 09/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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