Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Colon is a financial advisor with Charles Schwab & CO., Inc., with over 20 years in the financial industry. He is a registered representative in 51 states, and holds the Series 7TO, Series 63, and SIE exams. Antonio has experience working with a range of clients, including individuals, businesses, and retirement plans. His firm, Charles Schwab & CO., Inc., offers a variety of financial services, including financial planning, investment management, and retirement planning.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NJ
11/14/2024 - Present
Charles Schwab & CO., Inc. (Carlstadt NJ)
BC
Issued 11/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Antonio Colon is the right advisor for you? Invested Better is here to help.
