Anthony Rossetti (CRD# 2756049) is an Investment Advisor Representative working at Heritage Advisors Group, Inc. in Maitland, FL and has over 27 years of experience in the finance industry. Anthony Rossetti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Heritage Advisors Group, Inc. | Winter Park, FL | Feb 2020 - Current | 4 |
| Heritage Financial Services, LLC | Winter Park, FL | Oct 2001 - Current | 22 |
| Independent Financial Partners | Winter Park, FL | Dec 2011 - Aug 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
- FL
- NC
- TX
-
Total Assets Under Management70MILLIONS
-
Total Number of Accounts282ACCOUNTS
-
Average Account Value$249,166
- 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
- Publication of periodicals or newsletters
FL, NC, TX
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