Unclaimed
Anthony Zitella is a financial advisor at MML Investors Services, LLC, located in Chicago, Illinois. Anthony has been in the financial services industry since 2004. Anthony holds Series 6, 7, 63 and 65 licenses as well as the SIE exam. Anthony's previous experience includes working at MSI FINANCIAL SERVICES, INC. and Metropolitan Life Insurance Company. Anthony is registered in 18 states and holds two active registrations. Anthony also holds a license to sell insurance.
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.
Asset allocation programs
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.
Solicitors fees
1
2
IL
04/17/2021 - Present
MML Investors Services, LLC (CHICAGO IL)
IL
08/13/2004 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
08/13/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DOWNERS GROVE IL)
IA
Issued 09/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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