Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Palomba is a financial advisor with over 20 years of experience in the industry. Anthony is currently registered with Commonwealth Financial Network and provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, corporations, and other businesses. Anthony has a strong track record of helping clients achieve their financial goals.
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.
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CT
10/10/2007 - Present
Commonwealth Financial Network (Monroe CT)
CT
10/10/2007 - 12/19/2022
COMMONWEALTH FINANCIAL NETWORK (Monroe CT)
CT
12/03/2003 - 10/18/2007
LINSCO/PRIVATE LEDGER CORP. (SHELTON CT)
CT
06/02/2000 - 12/18/2001
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
PA
12/09/1998 - 04/07/2000
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
NY
07/30/1997 - 10/22/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 11/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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