Unclaimed
Anthony Steven Tomasula is a financial advisor at Global Retirement Partners LLC with over 20 years of experience in the industry. He is registered with the state of New York and has licenses to offer financial products and services, including investment advisory services. Anthony specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. He is dedicated to helping clients achieve their financial goals. Anthony Steven Tomasula is also registered with the state of Florida, New York, Pennsylvania, and Washington, offering investment advisory services in all states.
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.
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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CA
08/16/2021 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
NY
10/16/2000 - 03/16/2017
MML INVESTORS SERVICES, LLC (WILLIAMSVILLE NY)
BC
Issued 10/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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