Unclaimed
Antonio Arnulfo Salgado is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Antonio has been in the securities industry since July 26, 2016. Antonio previously worked at J.P. MORGAN SECURITIES LLC. Antonio is registered with the state of Texas and holds Series 6, 7, 63, and 66 licenses. Antonio has experience working with a range of clients including individuals, businesses, insurance companies, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
10/02/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN ANTONIO TX)
TX
11/25/2014 - 12/02/2015
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
BOTH
Issued 9/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/9/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/17/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/25/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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