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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 Scalise is a financial advisor who has been in the industry since 2003. Anthony has a wide range of experience, working with clients in New York, California and Florida. Anthony is currently registered with Cambridge Investment Research Advisors, Inc. and IC Advisory Services, Inc. Anthony has a strong track record of success and is committed to providing his clients with the highest level of personalized service.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
11/01/2024 - Present
Cambridge Investment Research Advisors, Inc. (Amherst NY)
NY
02/03/2009 - 11/28/2017
INVEST FINANCIAL CORPORATION (AMHERST NY)
NY
12/14/2006 - 02/04/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (AMHERST NY)
NY
08/19/2003 - 12/06/2006
METLIFE SECURITIES INC. (WILLIAMSVILLE NY)
NY
08/19/2003 - 12/06/2006
METROPOLITAN LIFE INSURANCE COMPANY (WILLIAMSVILLE NY)
IA
Issued 03/03/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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