Unclaimed
Carmine Philip Anzalone is a financial advisor with Cetera Investment Advisers LLC. Carmine has been working in the financial services industry since 1969. Carmine is registered in the state of New York as both a broker and an investment advisor. Carmine is also registered in the state of Florida as a broker and in California, Connecticut, Maryland, Nevada, and New Jersey as a broker. Carmine has worked for several financial institutions, including North Ridge Securities Corp. and Nationwide Securities, LLC. Carmine has passed the Series 1, Series 7, and Series 63 exams and is licensed in the state of New York. Carmine's specialties are portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and selection of other advisors.
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
06/29/2023 - Present
Cetera Investment Advisers LLC (MELVILLE NY)
NY
07/06/2010 - 02/01/2019
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
NY
08/01/2008 - 07/06/2010
NATIONWIDE SECURITIES, LLC (GARDEN CITY NY)
NY
12/01/1969 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (GARDEN CITY NY)
BC
Issued 11/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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