Unclaimed
Anthony Albertino is a registered representative with Cambridge Investment Research Advisors, Inc. Anthony has over 20 years of experience in the financial services industry. Anthony is registered with the following states: Arizona, California, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Massachusetts, Michigan, Mississippi, Missouri, Nevada, South Carolina, Tennessee, Texas, Virginia, and Wisconsin. Anthony is also a registered investment advisor in Illinois and Texas. Anthony's previous employment includes Securities America, Inc., Hanson McClain, Harris Investor Services, Inc., HarrisDirect LLC, and A. G. Edwards & Sons, Inc. Anthony has a Series 66, Series 7 and SIE license. Anthony specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IL
08/17/2011 - Present
Cambridge Investment Research Advisors, Inc. (OAK BROOK IL)
IL
12/02/2008 - 08/17/2011
SECURITIES AMERICA, INC. (OAK BROOK IL)
IL
01/02/2008 - 12/01/2008
HANSON MCCLAIN (OAK BROOK IL)
IL
06/19/2006 - 12/31/2007
SECURITIES AMERICA, INC. (OAK BROOK IL)
IL
12/14/2005 - 04/27/2006
HARRIS INVESTOR SERVICES, INC. (AURORA IL)
NJ
03/22/2005 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
MO
08/09/2002 - 04/01/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 09/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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