Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Manuel Martins is a financial advisor with over 20 years of experience in the industry. Anthony is currently registered with Citigroup Global Markets Inc. and holds Series 6, 7, 10, 24, 63 and 65 licenses. Anthony specializes in portfolio management for businesses and individuals, as well as financial planning, and asset allocation advice. Anthony's previous experience includes roles with J.P. Morgan Securities LLC, Chase Investment Services Corp., and CitiCorp Investment Services.
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
06/10/2021 - Present
Citigroup Global Markets Inc. (Port Jefferson NY)
NY
11/08/2017 - 10/04/2018
J.P. MORGAN SECURITIES LLC (SAYVILLE NY)
NY
07/14/2015 - 11/25/2015
J.P. MORGAN SECURITIES LLC (EAST HAMPTON NY)
NY
10/01/2012 - 06/28/2013
J.P. MORGAN SECURITIES LLC (SAYVILLE NY)
NY
02/20/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COMMACK NY)
NY
07/25/2002 - 04/26/2007
CITICORP INVESTMENT SERVICES (WESTBURY NY)
NJ
08/14/1997 - 06/05/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 12/05/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/19/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1997
Series 6 - Investment Company Products/Variable Contracts 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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