Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony M. Scalfaro is an investment advisor representative with Cbiz Investment Advisory Services, LLC. Anthony has been in the financial services industry since 2008. Anthony is registered with the state of Pennsylvania as an Investment Advisor Representative. Anthony has a Series 63, Series 65, and Series 6TO license. Anthony has experience in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Performance reporting, fiduciary services and admnistrative support services
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.
A percentage of assets under advisement
1
2
OH
08/19/2020 - Present
Cbiz Investment Advisory Services, LLC (CLEVELAND OH)
PA
01/16/2019 - 08/31/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (BLUE BELL PA)
PA
01/16/2019 - 08/31/2020
MUTUAL OF AMERICA SECURITIES LLC (BLUE BELL PA)
NJ
10/12/2018 - 01/09/2019
LINCOLN INVESTMENT (MARLTON NJ)
PA
11/24/2009 - 01/05/2018
NYLIFE SECURITIES LLC (Jenkintown PA)
PA
10/22/2008 - 11/03/2009
SECURITIES AMERICA, INC. (FORT WASHINGTON PA)
IA
Issued 11/14/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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