Unclaimed
Augustine Abbatiello is a financial advisor registered with Cetera Investment Advisers LLC. Augustine has been working in the financial services industry since May 2007. Augustine is registered with the state of New York as an Investment Advisor Representative (IAR). Augustine has previously worked with Foresters Financial Services, Inc. and Foresters Advisory Services LLC. Augustine holds Series 6, 7, 26, 63, and 65 licenses. Augustine specializes in providing financial planning, portfolio management, and pension consulting services. Augustine's clients include high-net-worth individuals, corporations, and charitable organizations.
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.
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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 6/4/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/19/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/29/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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