Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonello? Claim Your ProfileAntonello Morelli is an investment advisor representative at Vanguard Advisers, Inc. Antonello is registered with the state of North Carolina as a registered representative and has been in the industry since 2022. Antonello also holds the Series 7TO, Series 63, and SIE exams. Antonello has experience working with various clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. Antonello provides financial planning, portfolio management, and selection of other advisers.
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.
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.
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NC
11/27/2024 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
BC
Issued 03/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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