Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Zambri is a financial advisor who has been in the industry since 2020. Anthony is a registered representative of LPL Financial LLC. Anthony is also registered with the state of New York. Before LPL Financial LLC, Anthony worked at Ameriprise Financial Services, LLC. Anthony has Series 7TO, Series 66 and SIE licenses and has earned his Series 66 license in September 2020. Anthony holds licenses in 27 states and the District of Columbia. Anthony focuses on individuals, high-net-worth individuals, corporations, and other businesses. Anthony provides financial planning, portfolio management, and pension consulting services.
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
NY
11/07/2023 - Present
LPL Financial LLC (MELVILLE NY)
NY
09/22/2020 - 11/09/2023
AMERIPRISE FINANCIAL SERVICES, LLC (MELVILLE NY)
BOTH
Issued 09/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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