Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Nicholas Cefolo is an investment advisor representative with T. Rowe Price Advisory Services, Inc. Anthony has been in the industry since 2001 and holds licenses in 53 states. Anthony also has experience working at UBS Paine Webber Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Gunnallen Financial, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d
1
2
FL
04/23/2015 - Present
T. Rowe Price Advisory Services, Inc. (Spring Hill FL)
NJ
06/20/2013 - 02/18/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROSELAND NJ)
NJ
02/14/2002 - 06/03/2013
T. ROWE PRICE INVESTMENT SERVICES, INC. (SHORT HILLS NJ)
NJ
08/11/2000 - 07/17/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
FL
01/05/2000 - 04/20/2000
GUNNALLEN FINANCIAL, INC (TAMPA FL)
BOTH
Issued 08/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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