Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Catalano is a registered representative with Morgan Stanley, a leading global financial services firm. Anthony has been in the financial services industry since 1983 and has a wealth of experience in providing investment advice to individuals and institutions. Anthony holds several professional licenses and designations, including the Series 7, 3, 5, 63, and 65 licenses.
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
06/22/2021 - Present
Morgan Stanley (New York NY)
NY
12/10/2004 - 03/11/2013
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
07/23/1984 - 12/13/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
03/02/1983 - 07/19/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 05/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1994
Series 3 - National Commodity Futures Examination
BC
Issued 03/29/1983
Series 5 - Interest Rate Options Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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