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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Oliveri is a financial advisor with Cetera Investment Advisers LLC. Anthony has been in the industry since 1999, providing a wide range of financial services to individuals, businesses, and institutions. Anthony is registered in multiple states and holds several licenses and certifications. He is committed to providing clients with the highest level of service and expertise, helping them achieve their financial goals. Anthony previously worked with VOYA FINANCIAL ADVISORS, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, ONTRADE INC., and SCHONFELD SECURITIES, LLC.
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
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (MIAMI FL)
FL
07/12/2005 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (MIAMI FL)
MN
01/27/2004 - 06/29/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/27/2004 - 06/29/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
04/24/2003 - 07/25/2003
ONTRADE INC. (NEW YORK NY)
NY
02/18/1999 - 04/28/2003
SCHONFELD SECURITIES, LLC (JERICHO NY)
IA
Issued 2/9/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/20/2008
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/12/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 2/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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