Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Tremonte is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Anthony has been in the financial industry since August 12, 2001. Anthony has a variety of experience in the financial services industry including time spent with Datek Online Financial Services LLC and Bluestone Capital Partners, L.P. Anthony is registered to provide investment advisory services in California, District of Columbia, New Jersey, Texas and Virginia.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
05/01/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NJ
03/19/2002 - 10/03/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NY
07/08/1999 - 11/02/2000
BLUESTONE CAPITAL PARTNERS, L.P. (NEW YORK NY)
BOTH
Issued 09/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/31/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Anthony Tremonte is the right advisor for you? Invested Better is here to help.
