Anthony OliveriCRD Number: 3179023
Current Firm: Voya Financial Advisors, Inc.
Anthony Oliveri (CRD# 3179023) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Miami, FL and has over 19 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Voya Financial Advisors, Inc.||Palm Beach Gardens, FL||Sep 2014 - Current||3|
|Ing Financial Partners, Inc.||Boca Raton, FL||Jul 2005 - Aug 2014||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
|S65||NASAA Investment Advisors Law Examination||Feb 2004|
Total Assets Under Management11,151MILLIONS
Total Number of Accounts59,860ACCOUNTS
Average Account Value$186,281
- 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, VT, WA, WI, WV, WY