Unclaimed
Anthony Monastero is an Investment Advisor Representative with Fifth Third Securities, Inc. Anthony is registered in 19 states and has been in the industry since 2015. Anthony holds the Series 6, 7TO, 63 and 65 securities licenses. Anthony specializes in providing financial planning services, portfolio management for individuals and businesses, as well as selection of other advisors.
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.
Sponsor wrap fee program
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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MI
11/28/2016 - Present
Fifth Third Securities, Inc. (SHELBY TOWNSHIP MI)
IA
Issued 11/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/17/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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