Unclaimed
Anthony Michael Kology is an active Investment Advisor Representative and Broker-Dealer Representative with Oppenheimer & Co. Inc. Anthony Michael Kology has over 18 years of experience in the financial services industry. Anthony Michael Kology is registered with the state of New York. Anthony Michael Kology specializes in providing financial planning, portfolio management, and pension consulting services. Anthony Michael Kology is committed to providing personalized financial advice to help clients achieve 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
05/15/2021 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
IA
Issued 05/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/05/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/23/2019
Series 99TO - Operations Professional Examination
BC
Issued 07/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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