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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 Christon-quao is an active Registered Representative and Investment Advisor Representative. Anthony has over 8 years of experience in the securities industry, working at Morgan Stanley since 2015. Anthony has 2 state and 3 product exams. Anthony is registered with the Securities and Exchange Commission as a Registered Representative and Investment Advisor Representative. Anthony is also registered with the state of California as a Registered Representative and Investment Advisor Representative. Anthony is also registered in 24 other states as a Registered Representative. Anthony's current registration status is approved and he is currently licensed to provide financial advice. Anthony specializes in investment advisory services, financial planning, pension consulting and selection of other advisors. Anthony is a dedicated professional with a strong commitment to providing exceptional client service.
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
CA
03/03/2020 - Present
Morgan Stanley (San Francisco CA)
BC
Issued 09/15/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 08/28/2015
Series 38 - Canada Module of the General Securities Registered Representative (Without Options Questions)
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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