Unclaimed
Antonio Delagarza is a financial advisor with PNC Investments. Antonio has been in the industry since May 2001 and has experience working with BBVA Securities Inc., BBVA Compass Investment Solutions, Inc., and Chase Investment Services Corp. Antonio is registered to provide investment advisory services in Texas and is also registered with the state of Texas to provide brokerage services. Antonio has passed the Series 6, Series 7, Series 63, and Series 65 exams. Antonio's specializations include retirement planning, college savings, and estate 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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
08/18/2021 - Present
PNC Investments (SUGARLAND TX)
TX
05/16/2013 - 08/16/2021
BBVA SECURITIES INC. (HOUSTON TX)
TX
11/30/2012 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)
TX
01/22/2002 - 11/21/2012
BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)
IL
05/16/2001 - 03/22/2002
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IA
Issued 03/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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