ADVISOR BIO

Anthony Wayne Tortoriello is a registered representative with Morgan Stanley, an investment firm headquartered in Purchase, New York. Anthony has been working in the financial industry for over 20 years, beginning in 2002 at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Anthony has a wide range of experience and holds several licenses and certifications, including Series 66, Series 7, and SIE. Anthony provides financial advice, asset allocation, and portfolio management for a wide variety of clients, including individuals, corporations, and institutions.

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ADVISOR BIO

Anthony Caravetta is a financial advisor with over 23 years of experience in the financial services industry. Anthony is currently registered with J.p. Morgan Securities LLC. Previously, Anthony has worked with a number of firms including Chase Investment Services Corp., CARIS & COMPANY, INC., RBC PROFESSIONAL TRADER GROUP LLC, BROADPOINT CAPITAL, INC., BNY CAPITAL MARKETS INC. and Bear, Stearns & Co. Inc. Anthony holds the Series 7, 24, 55, 63, and 65 licenses. Anthony is a Certified Financial Planner. Anthony is registered to provide advisory services in Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Louisiana, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia and Washington.

SPECIALIZATIONS

ADVISOR BIO

Anthony Martinez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Anthony has been in the industry since 2014. Anthony is registered in 18 states and holds the Series 6, 7, 63, and 66 licenses. Anthony has experience in providing financial advice to a wide range of clients, including individuals, businesses, and institutions. Anthony is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Anthony Lutkus is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Anthony has been in the financial services industry for 20 years. Anthony is a licensed securities professional and has a wide range of experience in investment management. Anthony has passed numerous securities exams, including the Series 6, 7, 24, 55, 63, 66, 99, and SIE exams. Anthony is registered to provide investment advice in a number of states and is also a registered principal with Merrill Lynch.

SPECIALIZATIONS

ADVISOR BIO

Anthony Johnson is a financial advisor with Edward Jones. Anthony has been working in the financial industry since July 1999. Anthony holds a Series 7, Series 24, Series 63, and Series 66 license and is registered in 43 states. Anthony specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Anthony Potestad is a financial advisor who has been in the industry since 2022. Anthony is currently registered with Morgan Stanley as an Investment Advisor Representative. Anthony is also registered as a Broker with Morgan Stanley. Anthony has a Series 7, Series 63, and Series 65 license. Previously Anthony worked as a financial advisor for E*TRADE Securities LLC. Anthony holds a Bachelor's degree in Business Administration from Florida International University. Anthony is also a licensed Real Estate Agent in the State of Florida.

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ADVISOR BIO

Anthony Klingseisen is a financial advisor at Cadaret, Grant & Co., Inc. with over 17 years of experience in the industry. Anthony holds a Series 7, Series 63, and Series 66 securities licenses, as well as the SIE exam. Anthony is registered in Florida and Texas. Previously, he was affiliated with Equitable Advisors, LLC, Questar Capital Corporation, and Oppenheimer & Co. Inc. Anthony also provides insurance sales, fixed annuities, life/health, equity indexed annuities, index universal life insurance services.

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ADVISOR BIO

Anthony Zanaglio is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Anthony has been in the industry since June 2014 and is registered in 22 states. Anthony has Series 7, Series 66 and SIE licenses and has experience in various investment areas including Portfolio Management for Individuals and Businesses, Pension Consulting, and Education Seminars. Anthony can provide financial advice to individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Anthony Onofrio Giamanco is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Anthony has been in the industry since April 3, 2019. Anthony is licensed to provide investment advice in Florida and Texas. He is also registered with several other states. Anthony has a broad range of experience and expertise in the financial services industry. His areas of focus include portfolio management for individuals and businesses, as well as pension consulting and educational seminars. Anthony is committed to providing his clients with the highest level of service and support.

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ADVISOR BIO

Anthony Dorval is a financial advisor with over 23 years of experience in the financial services industry. Anthony is currently registered with Moors & Cabot, Inc. and has been with the firm since September 2013. Previously, Anthony was registered with New England Securities and Merrill Lynch. Anthony holds several licenses and certifications, including Series 7, Series 24, Series 3, Series 31, Series 52, Series 53, and the SIE. Anthony has also obtained the Certified Financial Planner designation. Anthony specializes in providing financial advice to individuals, businesses, and institutions.

SPECIALIZATIONS