Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Santo is a financial advisor at Rockline Wealth Management LLC. Anthony has been in the industry for over 5 years. Anthony is a Series 66, Series 7, and SIE licensed advisor, and has experience with a variety of financial products and services, including financial planning, portfolio management for businesses and individuals, and pension consulting. Anthony has worked for several reputable firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fidelity Brokerage Services LLC, and LPL Financial LLC. Anthony has a strong understanding of the financial markets and is committed to providing his clients with personalized advice and guidance. Anthony is also an insurance agent with experience in non-variable insurance products. Anthony is committed to providing his clients with the best possible service and is always looking for new ways to help them 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.
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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NY
05/01/2023 - Present
Rockline Wealth Management LLC (ISLIP TERRACE NY)
NY
11/09/2021 - 06/18/2024
LPL FINANCIAL LLC (PLAINVIEW NY)
NY
11/04/2021 - 11/12/2021
FIDELITY BROKERAGE SERVICES LLC (LAKE GROVE NY)
NY
10/19/2018 - 10/28/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELVILLE NY)
BOTH
Issued 12/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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