Unclaimed
Anthony Anzalone is a financial advisor with J.P. Morgan Securities LLC. Anthony has been in the securities industry since April 1996 and has been with J.P. Morgan Securities LLC since October 2012. Anthony is registered with the states of New Jersey, New York, and Texas. Anthony also holds the Series 63, Series 65, Series 7, and SIE securities licenses. Anthony's previous experience includes roles with CHASE INVESTMENT SERVICES CORP., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, INVESTEC ERNST & COMPANY, INVESTPRIVATE, INC., JOSEPHTHAL & CO., INC., AUERBACH, POLLAK & RICHARDSON INC., PRIME CHARTER LTD., D. H. BLAIR & CO., INC., THE BOSTON GROUP, REDSTONE SECURITIES, INC., JOSEPHTHAL LYON & ROSS INCORPORATED, ROBERT TODD FINANCIAL CORP., J. M. WALKER INTERNATIONAL, INC., and A.J. MICHAELS & CO., LTD.. Anthony is a specialist in the following areas: 1) Asset Allocation and Investment Strategies, 2) Retirement Planning, 3) Education Planning, 4) Estate Planning, 5) Insurance Strategies, and 6) Tax Strategies.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
09/20/2013 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
07/28/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
12/21/2005 - 07/21/2006
METLIFE SECURITIES INC. (HAUPPAUGE NY)
NY
12/21/2005 - 07/21/2006
METROPOLITAN LIFE INSURANCE COMPANY (HAUPPAUGE NY)
NY
04/30/2002 - 10/17/2002
INVESTEC ERNST & COMPANY (NEW YORK NY)
NY
11/13/2001 - 05/14/2002
INVESTPRIVATE, INC. (NEW YORK NY)
NY
11/03/2000 - 11/16/2001
JOSEPHTHAL & CO., INC. (NEW YORK NY)
CT
12/24/1998 - 12/05/2000
AUERBACH, POLLAK & RICHARDSON INC. (STAMFORD CT)
NY
06/06/1997 - 10/13/1998
PRIME CHARTER LTD. (NEW YORK NY)
NY
10/04/1996 - 06/13/1997
D. H. BLAIR & CO., INC. (NEW YORK NY)
CA
06/19/1996 - 08/12/1996
THE BOSTON GROUP (LOS ANGELES CA)
TX
11/11/1994 - 02/15/1996
REDSTONE SECURITIES, INC. (DALLAS TX)
NY
03/04/1993 - 11/18/1994
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
10/26/1992 - 03/02/1993
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
NY
06/04/1992 - 11/04/1992
J. M. WALKER INTERNATIONAL, INC. (HAUPPAUGE NY)
NY
06/18/1992 - 06/24/1992
A.J. MICHAELS & CO., LTD. (HAUPPAUGE NY)
IA
Issued 08/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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