Unclaimed
Anthony Viducic is a registered representative with City National Securities, Inc. He is a seasoned professional in the financial services industry with over 10 years of experience. Anthony has held previous positions with U.S. Bancorp Investments, Inc., M&T Securities, Inc., UBS Financial Services Inc., Fidelity Brokerage Services LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Anthony is licensed to conduct securities business in New Jersey and New York. His areas of specialization include providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. He is also registered as an Investment Advisor Representative in New York. Anthony is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
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.
Mutual fund fees, broker fees & transaction fees
1
2
NY
04/19/2024 - Present
City National Securities, Inc. (NEW YORK NY)
NY
02/26/2021 - 03/28/2024
U.S. BANCORP INVESTMENTS, INC. (NEW YORK NY)
NJ
03/28/2018 - 04/08/2020
M&T SECURITIES, INC. (Paramus NJ)
NJ
04/04/2016 - 12/06/2016
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
05/19/2014 - 08/26/2014
FIDELITY BROKERAGE SERVICES LLC (JERSEY CITY NJ)
NY
06/01/2009 - 07/19/2010
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
12/20/2005 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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