Anthony Cosentino (CRD# 6349659) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sedona, AZ and has over 9 years of experience in the finance industry. Anthony Cosentino 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# 4751789
Ubs Financial Services Inc.
CRD# 20406
Lpl Financial LLC
CRD# 2747263
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2024 - Current | < 1 |
| Cetera Advisors LLC | St. Cloud, MN | Jul 2021 - Current | 2 |
| Wilde Wealth Management | Scottsdale, AZ | Jul 2021 - Current | 2 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Jun 2014 - Jul 2021 | 7 |
| Desert Schools Fcu | Tempe, AZ | Sep 2012 - May 2014 | 1 |
| Arizona State University | Tempe, AZ | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
| S63 | Uniform Securities State Law Examination | Jul 2014 |
- AZ
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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
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