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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 Richard Severino is a financial advisor with Morgan Stanley based in Chicago, Illinois. Anthony has been working in the financial industry since 2003, holding licenses in 53 states. Anthony holds a Series 7, Series 31, and Series 66 license and the Securities Industry Essentials Examination (SIE). Anthony is a registered investment advisor and holds registrations with both FINRA and the State of Illinois. Anthony’s previous employer was CITIGROUP GLOBAL MARKETS INC. from 2003 to 2009. Anthony is currently registered with Morgan Stanley, where Anthony offers financial planning, pension consulting and portfolio management for individuals, businesses, and investment companies.
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
IL
09/28/2016 - Present
Morgan Stanley (Chicago IL)
IL
04/11/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
BOTH
Issued 06/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/10/2003
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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