Anthony Ragozine (CRD# 7495792) is an Investment Advisor Representative working at Park Avenue Securities LLC in Holmdel, NJ and has 1 year of experience in the finance industry.
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1863193
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Life Insurance Company | Holmdel, NJ | Aug 2023 - Current | < 1 |
| Park Avenue Securities | Holmdel, NJ | Aug 2023 - Current | < 1 |
| Guardian Life Insurance Company | Cranford, NJ | May 2023 - Aug 2023 | < 1 |
| Park Avenue Securities | Cranford, NJ | May 2023 - Aug 2023 | < 1 |
| Park Avenue Securities | Holmdel, NJ | Jun 2022 - May 2023 | < 1 |
| Guardian Life Insurance | Holmdel, NJ | May 2022 - May 2023 | 1 |
| Northeast Financial Network | Holmdel, NJ | Mar 2022 - May 2022 | < 1 |
| Mml Investors Services, LLC | Cranbury, NJ | Feb 2022 - Mar 2022 | < 1 |
| Mass Mutual Insurance Company | Cranbury, NJ | May 2019 - Mar 2022 | 2 |
| Temple University | Philadelphia, PA | Aug 2015 - May 2019 | 3 |
| Ragozine's Landscaping, LLC | Clinton, NJ | Apr 2008 - Jul 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- CA
- DE
- NJ
- PA
- TX
- VA
-
Total Assets Under Management11,882MILLIONS
-
Total Number of Accounts62,811ACCOUNTS
-
Average Account Value$189,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.