Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Robert Germano is an investment advisor representative who has been in the industry since August 7, 1997. Anthony is currently registered with Truist Advisory Services, Inc. and has been with the firm since August 31, 2016. Anthony has a wide range of experience in the financial services industry, including previous roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, Stifel, Nicolaus & Company, Incorporated, Ryan Beck & Co., Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and Prudential Securities Incorporated. Anthony holds Series 3, 7, 9, 10, 14, 24, 31, 63, and 65 licenses and specializes in portfolio management for individuals and businesses, financial planning, selection of other advisors, and publication of periodicals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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2
FL
08/31/2016 - Present
Truist Advisory Services, Inc. (VERO BEACH FL)
FL
09/11/2014 - 03/16/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VERO BEACH FL)
FL
08/09/2007 - 08/18/2014
WELLS FARGO ADVISORS, LLC (VERO BEACH FL)
MD
06/05/2007 - 06/14/2007
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BEL AIR MD)
MD
12/05/2006 - 06/05/2007
RYAN BECK & CO. (BEL AIR MD)
MD
02/21/2006 - 12/07/2006
CITIGROUP GLOBAL MARKETS INC. (BEL AIR MD)
MD
09/25/1998 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
05/15/1997 - 10/02/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/5/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/22/2002
Series 14 - Compliance Officer Examination
BC
Issued 7/24/2000
Series 24 - General Securities Principal Examination
BC
Issued 3/22/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 2/1/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/8/2008
Series 3 - National Commodity Futures Examination
BC
Issued 4/12/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 5/5/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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