Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Lopopolo is a financial advisor with over 25 years of experience in the industry. Anthony currently works with Cetera Investment Advisers LLC, and has previously worked with VOYA FINANCIAL ADVISORS, INC., AMERIPRISE FINANCIAL SERVICES, INC. and IDS LIFE INSURANCE COMPANY. Anthony is registered to provide investment advice in 26 states and is licensed as a Registered Representative and an Investment Adviser Representative. Anthony specializes in providing financial advice to high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, and charitable organizations.
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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MA
06/29/2023 - Present
Cetera Investment Advisers LLC (Worcester MA)
MA
02/28/2014 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Worcester MA)
MA
07/27/1998 - 03/05/2014
AMERIPRISE FINANCIAL SERVICES, INC. (WORCESTER MA)
MN
07/27/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 7/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/23/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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