Anthony CeroneCRD Number: 4144981
Current Firm: Avior Wealth Management, LLC
Anthony Cerone (CRD# 4144981) is an Investment Advisor Representative working at Avior Wealth Management, LLC in Omaha, NE and has over 21 years of experience in the finance industry. Anthony Cerone 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.
Ubs Financial Services Inc.
Td Ameritrade, Inc.
|Avior Wealth Management, LLC||Omaha, NE||Sep 2021 - Current||< 1|
|Nelson Van Denburg & Campbell Wealth Management Group, LLC||Omaha, NE||Feb 2016 - Sep 2021||5|
|Lutz Financial Services, LLC||Omaha, NE||Jul 2005 - Feb 2016||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2001|
Total Assets Under Management2,314MILLIONS
Total Number of Accounts2,451ACCOUNTS
Average Account Value$944,275
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AL, AR, AZ, CA, CO, FL, GA, IA, IL, KS, LA, MN, MO, NC, NE, NH, NM, NY, OK, OR, SD, TN, TX, UT, VA, VT, WA, WI
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