Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Pell is a registered representative with Oppenheimer & Co. Inc. Anthony has been in the financial services industry since 2002. Anthony has been registered with Oppenheimer & Co. Inc. since 2013. Prior to that, Anthony was registered with Morgan Stanley and Morgan Stanley & Co. Incorporated. Anthony has a Series 66 license. Anthony also holds the Series 7, Series 31 and SIE licenses. Anthony specializes in providing investment advice to high-net-worth individuals, corporations, retirement plans, insurance companies and charitable organizations. Anthony is currently registered in Delaware, Florida, Maryland, New Jersey, New York, Pennsylvania and Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
01/08/2013 - Present
Oppenheimer & Co. Inc. (PHILADELPHIA PA)
PA
06/01/2009 - 01/28/2013
MORGAN STANLEY (PHILADELPHIA PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PHILADELPHIA PA)
PA
04/29/2002 - 04/02/2007
MORGAN STANLEY DW INC. (PHILADELPHIA PA)
BOTH
Issued 05/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 04/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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