Unclaimed
Anthony Benedetto is a financial professional with over 25 years of experience in the financial industry. Anthony is currently registered with BMO Capital Markets Corp. Anthony's previous experience includes working with firms such as J.P. MORGAN SECURITIES INC. and BANC ONE CAPITAL MARKETS, INC.. Anthony is licensed in all 50 states and is a Series 7 and Series 63 license holder. Anthony specializes in portfolio management for pooled investment vehicles.
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.
Provision of securities trading ideas and research
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.
A percentage of the total value of assets under management is charged.
Fees for securities trading ideas and research
1
2
IL
05/18/2006 - Present
BMO Capital Markets Corp. (CHICAGO IL)
IL
05/27/2005 - 03/28/2006
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
NY
02/17/2005 - 03/09/2005
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
07/01/2004 - 12/17/2004
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IL
01/23/2002 - 07/01/2004
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
NY
10/01/1998 - 11/07/2001
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
CA
02/12/1997 - 10/01/1998
BANCAMERICA SECURITIES, INC. (SAN FRANCISCO CA)
BC
Issued 03/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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