Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Motamedi is a financial advisor with over 25 years of experience in the financial services industry. Anthony currently works with Planmember Securities Corp. and has previously held positions at Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Dean Witter Reynolds Inc. Anthony specializes in providing investment advisory and financial planning services to high-net-worth individuals, corporations, and charitable organizations. Anthony also offers educational seminars and provides investment supervisory services.
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.
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.
Provides investment supervisory services
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.
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2
CA
11/06/2002 - Present
Planmember Securities Corp. (Agoura Hills CA)
NY
05/22/2001 - 09/16/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/16/1999 - 05/23/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/29/1997 - 02/08/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 07/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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