Unclaimed
Anthony J Derosario is a financial professional registered in the state of New York, associated with Key Investment Services LLC. Anthony J Derosario has been active in the financial services industry since July 2024, with a focus on providing investment advisory services. His expertise encompasses a range of investment products and strategies, as demonstrated by his Series 63, Series 6TO, and SIE exam qualifications. Anthony J Derosario is dedicated to delivering tailored investment advice and portfolio management services to clients.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
OH
07/27/2024 - Present
KEY Investment Services LLC (BROOKLYN OH)
BC
Issued 08/13/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/24/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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