Unclaimed
Anthony Cyganovich is a financial professional with over 10 years of experience in the financial services industry. He currently works as a registered representative at Oppenheimer & Co. Inc. and previously held roles at UBS Securities LLC, EVERCORE GROUP L.L.C., and INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC. Anthony has a broad range of experience, including experience as a Research Analyst. Anthony holds FINRA Series 7, Series 86, Series 87, and SIE licenses and is registered with the state of New York.
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.
1
2
NY
04/30/2024 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
08/31/2021 - 01/10/2024
UBS SECURITIES LLC (NEW YORK NY)
NY
12/23/2015 - 11/21/2018
EVERCORE GROUP L.L.C. (New York NY)
NY
10/31/2014 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)
NY
12/16/2010 - 11/18/2014
EVERCORE GROUP L.L.C. (New York NY)
BC
Issued 08/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2011
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/02/2011
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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