Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Mazzariello is a financial advisor with over 25 years of experience in the financial services industry. Anthony is currently registered with Lincoln Investment and Capital Analysts. Anthony has experience working with individuals, corporations and high-net-worth clients. Anthony provides financial planning, portfolio management services and selection of other advisors. Anthony is also a registered investment advisor.
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.
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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2
MA
08/09/2022 - Present
Lincoln Investment (Waltham MA)
MA
04/09/2018 - 08/10/2022
EDWARD JONES (TEWKSBURY MA)
NE
08/21/2017 - 04/11/2018
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
NY
10/13/2009 - 02/28/2017
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
05/23/2005 - 05/13/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
08/12/1998 - 04/22/2005
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
CT
03/19/1997 - 08/04/1998
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
MA
03/16/1994 - 04/07/1997
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
IA
Issued 03/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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