Unclaimed
Anthony Pastore jr. is a financial advisor who is currently registered with UBS Financial Services Inc. Anthony Pastore jr. has been in the industry since 2004. Anthony Pastore jr. has held previous positions with MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. Anthony Pastore jr. holds the Series 7 and SIE licenses and is registered as an investment advisor representative in New York. Anthony Pastore jr. specializes in providing financial advice to individuals, high-net-worth individuals, corporations and other businesses, insurance companies, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NY
10/26/2021 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
06/01/2009 - 02/08/2012
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
11/05/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
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
Not sure Anthony Pastore jr. is the right advisor for you? Invested Better is here to help.