Unclaimed
Anthony Conti is a financial advisor with over 35 years of experience in the financial services industry. He is currently registered with LPL Financial LLC and has a strong background in providing investment advice and financial planning services. Anthony has a deep understanding of the financial markets and has a proven track record of helping clients achieve their financial goals. He is committed to providing personalized advice and exceptional customer service. Anthony Conti works with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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
PA
02/01/2023 - Present
LPL Financial LLC (PITTSBURGH PA)
PA
06/20/2017 - 02/07/2023
BOENNING & SCATTERGOOD, INC. (Carnegie PA)
PA
12/03/2009 - 06/16/2017
ROSS, SINCLAIRE & ASSOCIATES, LLC (PITTSBURGH PA)
PA
09/24/1988 - 12/21/2009
COMMONWEALTH SECURITIES AND INVESTMENTS, INC. (PITTSBURGH PA)
NY
08/01/1986 - 10/04/1988
MELLON FINANCIAL SERVICES CORPORATION (NEW YORK NY)
BC
Issued 03/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/1987
Series 24 - General Securities Principal Examination
BC
Issued 05/09/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/26/1982
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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