Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Marano is a financial advisor with Morgan Stanley. Anthony has been in the industry since 2003 and holds multiple licenses including Series 7, 10, 55, 63 and SIE. Anthony is licensed in 53 states and 2 of the states are for investment advisor. Anthony has worked for multiple financial firms in his career including UBS Securities LLC, UBS Capital Markets LP and Hold Brothers On-Line Investment Services LLC. Anthony also serves as a notary public. Anthony specializes in asset allocation advice, financial planning, pension consulting, educational seminars and selection of other advisors.
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.
Strategic management for diversified investment portfolios.
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.
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.
See schedule d miscellaneous
1
2
NY
05/15/2020 - Present
Morgan Stanley (Purchase NY)
MI
05/27/2009 - 07/08/2010
ISRAEL A. ENGLANDER & CO., INC. (BIRMINGHAM MI)
NY
03/28/2005 - 05/28/2008
UBS SECURITIES LLC (NEW YORK NY)
CT
07/27/2004 - 02/15/2006
UBS CAPITAL MARKETS L.P. (STAMFORD CT)
NY
09/25/2003 - 07/27/2004
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (NEW YORK NY)
BC
Issued 08/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/14/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Anthony Marano is the right advisor for you? Invested Better is here to help.
