Unclaimed
John Anthony Kasselakis is a financial professional with over 20 years of experience in the securities industry. John Anthony is currently registered with Citigroup Global Markets Inc. and has been with the firm since June 2017. Prior to that, John Anthony was employed by Cowen and Company from 2012 to 2017 and Jefferies & Company, Inc. from 2006 to 2011. John Anthony holds the Series 7, Series 55, Series 63, Series 57TO, and SIE licenses.
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
06/26/2017 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
04/11/2012 - 06/12/2017
COWEN AND COMPANY (NEW YORK NY)
NY
05/17/2006 - 12/15/2011
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
05/27/2002 - 05/25/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 12/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/24/2002
Series 7 - General Securities Representative 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
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