Unclaimed
Carl Anthony Demarco is a financial advisor with over 25 years of experience in the industry. Carl is registered with Hornor, Townsend & Kent, LLC and has been with the firm since 2002. Carl has worked in various roles in the financial services industry, including positions at EQ Financial Consultants, Inc. and The Equitable Life Assurance Society of the United States. Carl holds a Series 6, Series 63, Series 65, and SIE license. Carl specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, 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.
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.
Trail commissions, distribution assistance fees
1
2
NJ
07/31/2002 - Present
Hornor, Townsend & Kent, LLC (TINTON FALLS NJ)
DE
01/01/1999 - 01/17/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
10/23/1995 - 01/13/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
10/23/1995 - 01/13/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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