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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 Catalano is a financial advisor with Fidelity Personal And Workplace Advisors in Schaumburg, Illinois. Anthony has been in the industry since June 2006 and has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Anthony is registered with the Securities and Exchange Commission (SEC) and holds the Series 7, Series 6, Series 63 and Series 66 licenses. He also has a strong background in investment planning, portfolio management, and retirement planning. Anthony is committed to providing his clients with personalized financial advice and helping them reach their financial goals.
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.
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.
1
2
IL
05/15/2020 - Present
Fidelity Personal AND Workplace Advisors (SCHAUMBURG IL)
IL
02/13/2017 - 09/13/2019
U.S. BANCORP INVESTMENTS, INC. (Glenview IL)
IL
10/01/2012 - 02/16/2017
J.P. MORGAN SECURITIES LLC (GLENVIEW IL)
IL
06/12/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GLENVIEW IL)
BOTH
Issued 08/07/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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