Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Richard Polidoro is a registered representative of Truist Advisory Services, Inc. Anthony has been in the industry since May 19, 2002 and is registered in South Carolina as a Broker-Dealer and an Investment Advisor Representative. Anthony holds the Series 6, 7, 63, 65 and SIE licenses. Prior to joining Truist, Anthony was employed by Citigroup Global Markets Inc. and J.P. Morgan Securities LLC. Anthony specializes in financial planning, portfolio management for businesses and individuals, and provides wrap fee products and financial profiling 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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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2
SC
08/14/2023 - Present
Truist Advisory Services, Inc. (SPARTANBURG SC)
NY
08/10/2015 - 07/17/2023
CITIGROUP GLOBAL MARKETS INC. (NORTH BABYLON NY)
NY
10/01/2012 - 06/23/2015
J.P. MORGAN SECURITIES LLC (SOUTHHAMPTON NY)
NY
06/01/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SOUTHHAMPTON NY)
NY
04/28/2010 - 04/20/2011
HSBC SECURITIES (USA) INC. (BOHEMIA NY)
NY
05/13/2008 - 12/31/2009
WELLS FARGO ADVISORS, LLC (MELVILLE NY)
NY
10/20/2004 - 04/25/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (MELVILLE NY)
NY
03/29/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
08/22/2001 - 03/25/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IL
09/22/2000 - 08/22/2001
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
IA
Issued 6/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/10/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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