Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Minopoli is a registered representative with Knights of Columbus Asset Advisors LLC. Anthony has been in the financial services industry since February 7, 2015. Anthony has several years of experience in investment advisory services and holds licenses including Series 6, 7, 24, 63, and 66. Anthony is registered in 52 states and the District of Columbia, and is also a registered Investment Advisor Representative in Connecticut.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
CT
06/08/2021 - Present
Knights OF Columbus Asset Advisors LLC (New Haven CT)
CT
02/05/2015 - 12/31/2020
FORESIDE FUND SERVICES, LLC (New Haven CT)
BOTH
Issued 07/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/05/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/30/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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