Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Cuellar Rascoe is a financial professional with experience in the financial services industry. Antonio is currently registered with Goldman Sachs & Co. LLC Antonio previously worked at Northwestern Mutual Investment Services, LLC. Antonio holds Series 7TO, Series 6, and SIE licenses, as well as a Series 63 license. Antonio is registered in all states. Antonio has a wide range of experience, specializing in areas such as investment management for individuals, corporations, pooled investment vehicles, and businesses.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
FL
12/16/2021 - Present
Goldman Sachs & Co. LLC (WEST PALM BEACH FL)
TX
09/14/2020 - 01/20/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN ANTONIO TX)
BC
Issued 11/07/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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