Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Cerulli is a financial advisor with Citigroup Global Markets Inc. based in Bay Shore, New York. Anthony has been in the securities industry since 1993 and is registered with FINRA. Anthony is also registered with the state of New Jersey and New York. Anthony has a strong track record of helping clients reach their financial goals. He offers a variety of services to help clients manage their investments and reach their financial goals. Anthony specializes in asset allocation, portfolio management, and financial planning. He also has a license to sell securities.
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.
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.
Asset allocation advice
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
08/17/2021 - Present
Citigroup Global Markets Inc. (Bay Shore NY)
NY
04/30/2015 - 08/18/2015
UBS FINANCIAL SERVICES INC. (GARDEN CITY NY)
NY
05/29/2007 - 05/19/2015
CITIGROUP GLOBAL MARKETS INC. (PLAINVIEW NY)
NY
05/09/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MA
10/20/2004 - 04/19/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
07/08/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
04/20/1998 - 07/03/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
07/18/1997 - 04/08/1998
TASIN & COMPANY, INC. (HAUPPAUGE NY)
NY
10/18/1994 - 05/20/1997
SCHONFELD SECURITIES INC. (JERICHO NY)
NY
02/14/1994 - 10/17/1994
TASIN & COMPANY, INC. (HAUPPAUGE NY)
NA
03/19/1993 - 01/20/1994
KENSINGTON WELLS INCORPORATED
IA
Issued 06/03/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/19/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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