Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antoinette? Claim Your ProfileAntoinette Pellegrini is a financial advisor with over 37 years of experience in the financial services industry. Antoinette is currently registered with Wells Fargo Advisors Financial Network, LLC and is located in Doylestown, Pennsylvania. She is a Series 63, 7, 8, 9, 10, and SIE licensed representative. Antoinette previously worked with Wells Fargo Clearing Services, LLC, First Union Capital Markets Corp., Boenning & Scattergood, Inc., and Thomson McKinnon Securities Inc. Antoinette offers a variety of financial services including investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
03/02/2023 - Present
Wells Fargo Advisors Financial Network, LLC (DOYLESTOWN PA)
PA
10/01/1999 - 03/02/2023
WELLS FARGO CLEARING SERVICES, LLC (DOYLESTOWN PA)
NC
07/31/1995 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
PA
10/01/1990 - 02/21/1995
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
NA
02/28/1987 - 05/09/1989
THOMSON MCKINNON SECURITIES INC.
NY
01/25/1984 - 05/09/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
BC
Issued 02/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/27/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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