Unclaimed
Antonio Desamours is an investment advisor representative with LPL Financial LLC, a large financial services company with over $50 billion in assets under management. Antonio has been in the financial services industry since 1998 and has worked for several prominent firms, including Merrill Lynch and Edward Jones. Antonio's expertise includes providing portfolio management for individuals and businesses, as well as financial planning and educational seminars. Antonio is registered in multiple states and holds several industry certifications, including the Series 6, 7, 63 and 66 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
IL
04/05/2023 - Present
LPL Financial LLC (CHICAGO IL)
NY
08/28/2008 - 01/04/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WHITE PLAINS NY)
GA
11/12/1998 - 04/04/2008
EDWARD JONES (HIRAM GA)
NY
02/03/1998 - 09/01/1998
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 11/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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