Unclaimed
Augustine Abbatiello is a financial advisor who has been in the industry since 2007. Augustine is currently registered with Cetera Investment Advisers LLC and is licensed to provide financial advice in New York. Augustine previously worked at Foresters Financial Services, Inc. Augustine has a wide range of experience in the financial services industry, with expertise in financial planning, portfolio management, and investment advisory services. Augustine holds a number of licenses and designations, including Series 6, Series 7TO, Series 63, Series 26, and Series 65. Augustine is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
03/31/2021 - Present
Cetera Investment Advisers LLC (WESTBURY NY)
NY
05/30/2007 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (WESTBURY NY)
IA
Issued 10/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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