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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Barrese is a financial advisor with over 30 years of experience in the industry. Anthony is registered with Cadaret, Grant & CO., Inc. in New Paltz, NY and Syracuse, NY. Anthony provides financial planning and portfolio management services to individuals, businesses, and institutions. Anthony has also previously worked for AXA ADVISORS, LLC, THE CONCORD EQUITY GROUP, LLC, DJF DISCOUNT BROKERS, INC., SANDGRAIN SECURITIES, INC., CITICORP INVESTMENT SERVICES, SMITH BARNEY SHEARSON INC., A. G. EDWARDS & SONS, INC., LEHMAN BROTHERS INC., and CITICORP FINANCIAL SERVICES,INC. Anthony is also registered as an investment advisor in New York and Pennsylvania.
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.
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.
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
NY
09/23/2008 - Present
Cadaret, Grant & CO., Inc. (NEW PALTZ NY)
NY
11/05/2001 - 09/23/2008
AXA ADVISORS, LLC (MIDDLETOWN NY)
NJ
02/19/1998 - 10/19/2001
THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)
NY
07/17/1995 - 03/06/1998
DJF DISCOUNT BROKERS, INC. (NEW YORK NY)
NY
06/19/1997 - 02/14/1998
SANDGRAIN SECURITIES, INC. (GARDEN CITY NY)
NY
10/14/1993 - 07/06/1995
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
10/22/1992 - 10/14/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
MO
11/23/1990 - 10/15/1992
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
10/17/1988 - 12/13/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/18/1987 - 09/12/1988
CITICORP FINANCIAL SERVICES,INC.
IA
Issued 11/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2008
Series 24 - General Securities Principal Examination
BC
Issued 07/19/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1988
Series 3 - National Commodity Futures Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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