Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony V Sambrato is a financial professional with over 15 years of experience in the financial services industry. Anthony is currently registered with USI Securities, Inc. and is also licensed as an investment advisor representative. Previously, Anthony was associated with Lincoln Financial Advisors Corporation, VALIC Financial Advisors, Inc., Hamilton Cavanaugh & Associates, Inc., Neuberger Berman Management Inc., Chase Investment Services Corp., and First Investors Corporation. Anthony holds the Series 6, Series 7, Series 63, and Series 65 securities licenses and has earned the Certified Financial Planner designation.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Bundled consulting and advisory fees
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2
NJ
06/15/2022 - Present
USI Securities, Inc. (Florham Park NJ)
NJ
10/05/2020 - 05/16/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (PARAMUS NJ)
NJ
08/05/2015 - 10/23/2020
VALIC FINANCIAL ADVISORS, INC. (BERKELEY HEIGHTS NJ)
NY
09/09/2008 - 08/03/2015
HAMILTON CAVANAUGH & ASSOCIATES, INC. (NORTH WHITE PLAINS NY)
NY
11/30/2007 - 03/18/2008
NEUBERGER BERMAN MANAGEMENT INC. (NEW YORK NY)
NY
10/16/2007 - 12/11/2007
CHASE INVESTMENT SERVICES CORP. (SPRING VALLEY NY)
NJ
04/19/2005 - 09/23/2005
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 11/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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