Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Disalvo is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Williamsport, Pennsylvania. Anthony has been in the financial services industry since 1994 and has experience with both individual and institutional clients. Anthony holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Anthony's experience includes working with Wells Fargo Advisors Financial Network, LLC and Citigroup Global Markets Inc. In addition to his work with Cambridge Investment Research Advisors, Inc., Anthony also owns and operates Clear View Advisors LLC. Anthony is registered to provide investment advisory services in Pennsylvania and Texas.
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.
Solicitation fees from 3rd party money managers
1
2
PA
09/14/2021 - Present
Cambridge Investment Research Advisors, Inc. (Williamsport PA)
PA
10/10/2006 - 10/25/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MONTOURSVILLE PA)
PA
01/06/1994 - 10/16/2006
CITIGROUP GLOBAL MARKETS INC. (WILLIAMSPORT PA)
IA
Issued 02/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Anthony Disalvo is the right advisor for you? Invested Better is here to help.
