Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Carini is a financial advisor with Osaic Wealth, Inc. with over 37 years of experience in the financial services industry. Anthony has been licensed as a broker since 1986 and has been an investment advisor representative since 2014. He is currently registered with Osaic Wealth, Inc. in Florida and Wisconsin. Anthony holds the Series 6 and Series 63 securities licenses and the Series 65 investment advisor license. Anthony works with individuals, corporations, high-net-worth individuals, charitable organizations, pooled investment vehicles, and pension plans. He is committed to providing personalized financial advice and helping clients reach 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.
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
WI
01/19/2024 - Present
Osaic Wealth, Inc. (PEWAUKEE WI)
WI
01/02/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (PEWAUKEE WI)
WI
07/10/2012 - 01/02/2018
SII INVESTMENTS, INC. (WAUKESHA WI)
WI
02/17/2004 - 07/13/2012
TOWER SQUARE SECURITIES, INC. (BROOKFIELD WI)
WI
03/24/1997 - 02/13/2004
HARBOUR INVESTMENTS, INC. (MADISON WI)
NJ
07/09/1986 - 04/24/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 05/12/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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