Anthony Pacifico
Financial Advisor at Charter Oak Financial- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Albany, New York Metropolitan Area
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Bio
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Experience
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Charter Oak Financial
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United States
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Financial Services
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100 - 200 Employee
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Financial Advisor
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Jun 2016 - Present
I provide an analysis of your current financial situation and help you: • Identify financial goals and concerns • Illustrate what is being done to reach your goals and deal with concerns • Identify gaps, if present, and offer solutions to fill them. I am licensed to sell insurance in: NY and securities in: NY and FL. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 24 Century Hill Drive, Suite 105 Latham, NY 12110. Tel: (518)-220-3013 Show less
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MetLife
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United States
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Insurance
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700 & Above Employee
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Financial Advisor
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Jul 2007 - Jun 2016
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CCO INVESTMENT SERVICES CORP.
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United States
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Financial Services
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Financial Advisor
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Jun 2000 - Jul 2007
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Financial Associate
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Sep 1993 - Jun 2000
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Education
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Monmouth University
Bachelor of Arts - BA, Business Administration and Management, General
Community
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