Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Lutkus is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Anthony has been in the financial services industry for 20 years. Anthony is a licensed securities professional and has a wide range of experience in investment management. Anthony has passed numerous securities exams, including the Series 6, 7, 24, 55, 63, 66, 99, and SIE exams. Anthony is registered to provide investment advice in a number of states and is also a registered principal with Merrill Lynch.
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
FL
08/17/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
FL
02/06/2007 - 08/30/2019
DEUTSCHE BANK SECURITIES INC. (JACKSONVILLE FL)
NY
11/29/2005 - 02/06/2007
NEUBERGER BERMAN, LLC (NEW YORK NY)
NY
01/01/2004 - 11/09/2005
GOLDMAN, SACHS & CO. (NEW YORK NY)
PA
02/26/2001 - 01/22/2002
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 01/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/24/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/19/2007
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/25/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative 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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