Unclaimed
Anthony Catanzarite is a financial advisor with Harbour Investments, Inc. Anthony has been in the industry since January 1993 and has experience in providing financial planning, selection of other advisors, and portfolio management for individuals. Anthony is registered with the state of Indiana as an Investment Advisor Representative. Anthony also has prior experience with Lincoln Investment and Capital Analysts, Incorporated.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
IN
08/03/2016 - Present
Harbour Investments, Inc. (SOUTH BEND IN)
IN
06/01/2012 - 12/03/2012
LINCOLN INVESTMENT (SOUTH BEND IN)
IN
01/28/1993 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (SOUTH BEND IN)
IA
Issued 07/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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