Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Pallotta is a financial advisor with Cetera Investment Advisers LLC. Anthony has been in the financial services industry since 1991. Anthony is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, and SIE licenses. Anthony is also a Certified Financial Planner (CFP). Anthony has worked with numerous financial institutions during his career, including Royal Alliance Associates, Inc., Money Concepts Capital Corp, and Mutual Service Corporation. Anthony also owns GPS Financial Group, LLC, a securities DBA. Anthony offers a variety of financial services, including financial planning, portfolio management for businesses and individuals, and pension 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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (AVON OH)
OH
07/19/1996 - 03/07/2012
ROYAL ALLIANCE ASSOCIATES, INC. (AVON OH)
FL
01/07/1993 - 08/08/1996
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
MA
11/13/1991 - 12/31/1992
MUTUAL SERVICE CORPORATION (BOSTON MA)
BC
Issued 07/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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