Unclaimed
Antoinette Ruggieri-buck is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Antoinette has been in the industry since 1995 and has experience working at several firms including A. G. Edwards & Sons, Inc., RBC Dain Rauscher Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Antoinette holds the Series 7 and SIE licenses and specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management for businesses and individuals. Antoinette is registered in Florida.
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
FL
04/12/2024 - Present
Wells Fargo Advisors Financial Network, LLC (Clearwater FL)
FL
01/01/2008 - 04/12/2024
WELLS FARGO CLEARING SERVICES, LLC (ST. PETERSBURG FL)
FL
04/10/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SEMINOLE FL)
FL
02/17/2006 - 04/17/2006
RBC DAIN RAUSCHER INC. (ST. PETERSBURG FL)
FL
09/02/2004 - 02/24/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ST. PETERSBURG FL)
MO
03/06/1997 - 06/29/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
CA
10/25/1996 - 02/18/1997
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
FL
11/16/1994 - 10/15/1996
HOME DISCOUNT SECURITIES, INC. (TAMPA FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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