Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Greier is a financial advisor with over 20 years of experience in the industry. Anthony is currently registered with Wells Fargo Clearing Services, LLC. Previously, Anthony was a registered representative with Citigroup Global Markets Inc. Anthony is also a registered Investment Advisor. Anthony holds Series 7, 63, 65, and 55 licenses. Anthony is registered in California, Colorado, Connecticut, Florida, Georgia, Illinois, Maine, Maryland, Massachusetts, Nevada, New Jersey, New York, Oregon, Pennsylvania, Utah, and Virginia. Anthony has experience working with high-net-worth individuals, corporations, charitable organizations, and pension plans. Anthony’s experience includes portfolio management, investment consulting services, and financial planning.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
07/27/2021 - Present
Wells Fargo Clearing Services, LLC (PURCHASE NY)
NY
05/29/2007 - 02/01/2018
CITIGROUP GLOBAL MARKETS INC. (ARMONK NY)
NY
10/21/2002 - 05/29/2007
CITICORP INVESTMENT SERVICES (ARMONK NY)
NY
01/29/2001 - 10/08/2002
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
NY
09/13/2000 - 02/01/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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