Unclaimed
Anthony Fusaro is a financial advisor with Ameriprise Financial Services, LLC. Anthony has been in the industry since 2009 and holds the Series 7, 24, 63, and 65 licenses. Anthony's firm, Ameriprise, has over 140,000 clients and manages over $479 Billion in assets. Anthony specializes in providing investment advice and financial planning for individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
NY
05/01/2020 - Present
Ameriprise Financial Services, LLC (Huntington NY)
NY
07/23/2015 - 05/08/2020
AXA ADVISORS, LLC (WOODBURY NY)
NY
06/19/2014 - 07/24/2015
HIGHTOWER SECURITIES, LLC (NEW YORK NY)
NY
03/19/2014 - 06/23/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (MELVILLE NY)
NY
11/18/2009 - 11/12/2013
NYLIFE SECURITIES LLC (MELVILLE NY)
NY
08/05/2009 - 10/26/2009
TRADITION ASIEL SECURITIES INC. (NEW YORK NY)
IA
Issued 04/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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