Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Calomeni is an investment advisor representative with Global Retirement Partners LLC. Anthony has been in the industry since 2005 and holds the Series 7, Series 26 and Series 66 licenses. Anthony's previous experience includes working with UnionBanc Investment Services, LLC, LPL Financial LLC, CUNA Brokerage Services, Inc., NatCity Investments, Inc., and Raymond James Financial Services, Inc. Anthony currently provides financial planning, pension consulting, and selection of other advisors services.
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.
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.
1
2
CA
02/22/2018 - Present
Global Retirement Partners LLC (Menlo Park CA)
CA
08/04/2014 - 08/03/2016
UNIONBANC INVESTMENT SERVICES, LLC (MONTEREY CA)
MI
03/02/2012 - 08/07/2014
LPL FINANCIAL LLC (BATTLE CREEK MI)
MI
03/16/2009 - 03/05/2012
CUNA BROKERAGE SERVICES, INC. (BATTLE CREEK MI)
MI
09/14/2005 - 02/20/2009
NATCITY INVESTMENTS, INC. (KALAMAZOO MI)
FL
01/17/2005 - 09/02/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 07/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Anthony Calomeni is the right advisor for you? Invested Better is here to help.
