Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Medici is an investment advisor representative with Edward Jones, based in Clifton Park, New York. Anthony Medici has been in the financial services industry since 2011. Anthony Medici is also registered as an investment advisor representative with Northwestern Mutual Investment Services, LLC. Anthony Medici has experience with a variety of investment products and services, including financial planning, portfolio management, and pension consulting.
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.
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.
See schedule d - miscellaneous
1
2
NY
12/14/2022 - Present
Edward Jones (CLIFTON PARK NY)
NY
02/19/2020 - 10/20/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Albany NY)
NY
03/09/2011 - 01/30/2020
NYLIFE SECURITIES LLC (LATHAM NY)
BOTH
Issued 01/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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