Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antoinette? Claim Your ProfileAntoinette Carmona is a financial advisor currently registered with Buckingham Strategic Wealth, LLC and THE Colony Group, LLC. Antoinette holds Series 7, 7TO, 63, and 65 securities licenses and has been working in the industry since 2001. Her prior experience includes roles at FORESIDE FINANCIAL SERVICES, LLC, LORING WARD SECURITIES INC., CITIGROUP GLOBAL MARKETS INC., MBSC SECURITIES CORPORATION, MELLON FUNDS DISTRIBUTOR, L.P., UST SECURITIES CORP. and E*TRADE SECURITIES LLC. Antoinette specializes in providing financial advice and portfolio management services to high-net-worth individuals, corporations, and charitable organizations.
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.
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
MO
08/22/2022 - Present
Buckingham Strategic Wealth, LLC (ST LOUIS MO)
CA
10/29/2018 - 09/02/2020
FORESIDE FINANCIAL SERVICES, LLC (Sacramento CA)
CA
12/09/2013 - 10/29/2018
LORING WARD SECURITIES INC. (Sacramento CA)
CA
06/24/2008 - 12/05/2013
CITIGROUP GLOBAL MARKETS INC. (SACRAMENTO CA)
CA
07/02/2007 - 05/09/2008
MBSC SECURITIES CORPORATION (SAN FRANCISCO CA)
CA
08/11/2006 - 07/02/2007
MELLON FUNDS DISTRIBUTOR, L.P. (SAN FRANCISCO CA)
CT
03/10/2006 - 05/25/2006
UST SECURITIES CORP. (STAMFORD CT)
NJ
03/21/2001 - 06/06/2005
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
IA
Issued 08/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Antoinette Carmona is the right advisor for you? Invested Better is here to help.
