Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Zanetti is a financial advisor with over 14 years of experience in the financial services industry. Anthony is currently registered with LPL Financial LLC and Mardin Capital Group LLC. Anthony is a Series 7, 24, 66, and 79 licensed advisor and has worked with several firms including Ameriprise Financial Services, LLC and Eaton Vance Distributors, Inc. Anthony offers a range of financial services including financial planning, portfolio management, and investment consulting.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NH
01/05/2024 - Present
LPL Financial LLC (PORTSMOUTH NH)
NH
03/27/2019 - 05/30/2023
AMERIPRISE FINANCIAL SERVICES, LLC (BEDFORD NH)
MA
04/15/2011 - 03/28/2019
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
04/06/2009 - 04/08/2011
UBS FINANCIAL SERVICES INC. (WELLESLEY MA)
BOTH
Issued 06/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 04/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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