Unclaimed
Anthony S. Barbera is a financial advisor with over 25 years of experience in the financial services industry. Anthony S. Barbera is a registered representative of LPL Financial LLC and is also a Certified Financial Planner. He is a partner in Barbera & Barbera CPA’s. Anthony S. Barbera has a wide range of experience in providing financial advice to individuals, families, and businesses. Anthony S. Barbera is committed to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
11/29/2017 - Present
LPL Financial LLC (NEW PROVIDENCE NJ)
NJ
08/29/2012 - 11/29/2017
NATIONAL PLANNING CORPORATION (MURRAY HILL NJ)
NJ
03/08/2007 - 08/31/2012
GENWORTH FINANCIAL SECURITIES CORPORATION (MURRAY HILL NJ)
NJ
10/24/2005 - 01/24/2007
GENWORTH FINANCIAL SECURITIES CORPORATION (MURRAY HILL NJ)
NJ
09/25/1995 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
IA
Issued 07/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1997
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/22/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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