Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Rosetti is a financial advisor with Cerity Partners LLC and Cerity Partners Retirement Plan Advisors. Anthony has been in the financial industry for over a decade and has experience working with both high-net-worth individuals and institutions. Anthony holds a Series 7 and Series 66 license and is a Chartered Financial Analyst.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
01/09/2023 - Present
Cerity Partners LLC (BOCA RATON FL)
FL
01/09/2020 - 07/10/2020
MORGAN STANLEY (Palm Beach Gardens FL)
NY
08/24/2017 - 10/14/2019
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
08/06/2015 - 04/03/2017
MERRILL LYNCH PROFESSIONAL CLEARING CORP. (NEW YORK NY)
NY
08/03/2015 - 04/03/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/07/2011 - 03/03/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
03/05/2010 - 10/06/2010
WOODBURY FINANCIAL SERVICES, INC. (BONITA SPRINGS FL)
FL
01/30/2009 - 12/23/2009
NEXT FINANCIAL GROUP, INC. (SARASOTA FL)
FL
12/09/2008 - 01/09/2009
AXA ADVISORS, LLC (TAMPA FL)
BOTH
Issued 12/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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