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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 Mona is a financial advisor with Cadaret, Grant & Co., Inc. based in Bingham Farms, Michigan. Anthony has over 24 years of experience in the financial services industry. Anthony is registered to provide investment advice in 24 states. Anthony is also registered as an Investment Advisor Representative with Spartan Wealth Management. Anthony has a wide range of experience and expertise in financial planning, portfolio management, and investment advice. Anthony is committed to providing clients with personalized financial advice and guidance to help them 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.
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.
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2
MI
08/12/2022 - Present
Cadaret, Grant & CO., Inc. (Bingham Farms MI)
MI
10/05/2007 - 08/23/2022
UBS FINANCIAL SERVICES INC. (FARMINGTON HILLS MI)
MI
08/02/2002 - 10/16/2007
CITIGROUP GLOBAL MARKETS INC. (FARMINGTON MI)
NY
03/05/1998 - 08/06/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 04/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 03/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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