Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anastasios? Claim Your ProfileAnastasios Thermos is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since 2018. Anastasios Thermos is licensed in New York and holds the Series 66, 7TO and SIE licenses. Anastasios Thermos offers investment advice services for individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, insurance companies, state or municipal government entities and high-net-worth individuals. Anastasios Thermos is part of the Investment Solutions Group at Merrill Lynch, Pierce, Fenner & Smith Inc. and is located in NEW YORK, NY.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
07/12/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
BOTH
Issued 07/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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