Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Conte is a financial advisor with over 19 years of experience in the industry. Anthony is registered with Cambridge Investment Research Advisors, Inc. and TheGrid LLC, and has held past registrations with Mutual Service Corporation and PRUCO Securities, LLC. Anthony holds a variety of licenses and certifications, including the Series 6, 7, 24, 63, and 65 licenses, as well as the SIE exam, and is a Certified Financial Planner. Anthony specializes in providing financial planning, portfolio management, and other financial advisory services to individuals, businesses, and institutions. Anthony is also an independent insurance agent.
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
01/04/2016 - Present
Cambridge Investment Research Advisors, Inc. (CAMP HILL PA)
PA
11/18/2005 - 08/07/2009
MUTUAL SERVICE CORPORATION (CAMP HILL PA)
NJ
08/19/2004 - 11/21/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
BC
Issued 10/20/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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