Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Deleon is an investment advisor representative with Eagle Strategies LLC. Antonio has been in the securities industry for 40 years, beginning in July 1983. Antonio has worked for a number of financial firms over the years, including New York Life Insurance Company, NYLIFE Securities LLC, and Tony Deleon & Associates. Antonio is registered in the states of California, Colorado, Florida, Massachusetts, Missouri, New Mexico, Oklahoma, and Texas. Antonio is also a registered investment advisor in Texas. Antonio has passed the Series 6, Series 7, Series 22, Series 63, and Series 65 exams. Antonio specializes in providing financial planning services to individuals and businesses, as well as pension consulting and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
02/18/2000 - Present
Eagle Strategies LLC (AUSTIN TX)
IA
Issued 11/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/07/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/13/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Antonio Deleon is the right advisor for you? Invested Better is here to help.
