Unclaimed
Antonia L. Proctor is an active investment advisor representative with First Command Advisory Services, located in Orange Park, FL. Antonia has been in the financial industry since 2018 and has experience working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, and pension and profit-sharing plans. Antonia is also a registered investment advisor in Florida, Georgia, and Virginia. Antonia holds the Series 66, Series 7, and Series 7TO securities 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.
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
FL
05/06/2024 - Present
First Command Advisory Services (Orange Park FL)
GA
12/13/2021 - 05/03/2022
FIRST COMMAND BROKERAGE SERVICES, INC. (EVANS GA)
MO
04/20/2018 - 06/18/2018
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/09/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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