Unclaimed
Antonio A. Cunha has been a registered representative in the financial industry since 2001. Antonio is a registered investment advisor representative of MML Investors Services, LLC. Antonio has previously worked for MSI Financial Services, Inc. in Hauppauge, NY, Merrill Lynch, Pierce, Fenner & Smith Incorporated in Melville, NY, Citigroup Global Markets Inc. in New York, NY, and CitiCorp Investment Services in New York, NY. Antonio holds a Series 66, Series 24, and SIE license. Antonio specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (Hauppauge NY)
NY
02/15/2012 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (HAUPPAUGE NY)
NY
12/15/2009 - 03/15/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELVILLE NY)
NY
05/29/2007 - 06/13/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/16/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
BOTH
Issued 05/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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