Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tony? Claim Your ProfileTony Tessitore is a financial advisor who has been in the industry since 2009. Tony is registered with Cetera Investment Advisers LLC, which is an investment advisory firm. Tony has worked for several firms in the past, including Summit Brokerage Services, Inc., VSR Financial Services, Inc. and SagePoint Financial, Inc. Tony offers a variety of services to his clients, including financial planning, pension consulting, educational seminars, and portfolio management. Tony is committed to helping his clients 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
CO
07/11/2024 - Present
Cetera Investment Advisers LLC (GREENWOOD VILLAGE CO)
CO
09/01/2016 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
09/02/2016 - 11/02/2016
VSR FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
06/26/2015 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
PA
08/27/2009 - 06/29/2015
SAGEPOINT FINANCIAL, INC. (OAKMONT PA)
IA
Issued 02/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/26/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Tony Tessitore is the right advisor for you? Invested Better is here to help.
