Unclaimed
Anthony Demeo is a financial professional with over 20 years of experience in the industry. Anthony is currently registered with Citigroup Global Markets Inc., and is located in New York, NY. Anthony previously worked at CITICORP INVESTMENT SERVICES in Staten Island, NY. Anthony holds Series 6, 7, 63 and SIE licenses, and is registered in New York. Anthony specializes in several areas including, fixed income, mutual funds, variable products, and more.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
05/29/2007 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
05/24/1999 - 05/29/2007
CITICORP INVESTMENT SERVICES (STATEN ISLAND NY)
BC
Issued 01/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Anthony Demeo is the right advisor for you? Invested Better is here to help.