Anthony Fischetti (CRD# 6812764) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 6 years of experience in the finance industry. Anthony Fischetti 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# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Dynamic Wealth Advisors Dba Lifemanaged | Phoenix, AZ | Oct 2020 - Current | 3 |
Unemployed | Los Angeles, CA | Jun 2020 - Oct 2020 | < 1 |
Kforce Inc. | Culver City, CA | May 2019 - Jun 2020 | 1 |
The Vanguard Group, Inc. | Scottsdale, AZ | Jun 2017 - May 2019 | 1 |
Northern Arizona University Housing And Residence Life | Flagstaff, AZ | Aug 2015 - May 2017 | 1 |
Northern Arizona University | Flagstaff, AZ | Aug 2013 - May 2017 | 3 |
Sherwin-williams | Phoenix, AZ | Jun 2016 - Aug 2016 | < 1 |
Big 5 Sporting Goods | Phoenix, AZ | May 2015 - Aug 2015 | < 1 |
Big 5 Sporting Goods | Phoenix, AZ | May 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2017 |
- AZ
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Total Assets Under Management4,829MILLIONS
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Total Number of Accounts14,988ACCOUNTS
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Average Account Value$322,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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