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 with Cetera Investment Advisers LLC. Tony has been in the industry for 14 years and specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Tony is registered in Arizona, California, Colorado, Florida, New Mexico, Ohio, Pennsylvania, and has been with Cetera Investment Advisers LLC since June 2023.
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
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 2/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/3/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/23/2015
Series 7 - General Securities Representative Examination
BC
Issued 8/26/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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