Unclaimed
Anthony Demet is a registered representative with First Trust Advisors LP. Anthony has been in the securities industry since 2011 and has experience in investment advisory services. He is licensed in Illinois and Maryland.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
IL
09/30/2022 - Present
First Trust Advisors LP (WHEATON IL)
WI
05/30/2017 - 09/26/2022
FIDELITY BROKERAGE SERVICES LLC (BROOKFIELD WI)
NH
07/13/2010 - 04/07/2016
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NH
03/09/2009 - 04/02/2009
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 07/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/06/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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