Unclaimed
Anton Yerich is an active financial professional who has been in the industry since 2011. Currently, Anton is a registered representative at Citigroup Global Markets Inc. Previously, Anton held positions at Citigroup Derivatives Markets Inc. and Citi Order Routing and Execution, LLC. Anton has a diverse background in the financial industry and holds Series 56, 7, 57TO and SIE licenses. Anton Yerich has a track record of success in the financial services industry and is committed to providing clients with the highest level of service.
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
05/17/2019 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
MN
04/08/2011 - 06/08/2021
CITIGROUP DERIVATIVES MARKETS INC. (MINNETONKA MN)
SC
07/29/2013 - 08/05/2019
CITI ORDER ROUTING AND EXECUTION, LLC (MT. PLEASANT SC)
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/04/2013
Series 56 - Proprietary Trader Qualification 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
Not sure Anton Yerich is the right advisor for you? Invested Better is here to help.