Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Dipalma is a financial advisor with Cadaret, Grant & Co., Inc., and has been in the industry since July 2005. Antonio is currently registered with FINRA and the state of New Jersey. Antonio is a registered representative and investment advisor representative. Antonio has a variety of licenses, including Series 7, 66, 24, 4, 52, 53 and 99. Antonio specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and other businesses. Antonio also provides financial planning, pension consulting, educational seminars, and selection of other advisors. Antonio has worked at several firms, including Petersen Investments, Inc. and Royal Alliance Associates, Inc.
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.
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
NJ
05/23/2019 - Present
Cadaret, Grant & CO., Inc. (Wayne NJ)
NJ
04/25/2018 - 05/21/2019
ROYAL ALLIANCE ASSOCIATES, INC. (WAYNE NJ)
NY
07/29/2005 - 04/25/2018
PETERSEN INVESTMENTS, INC. (NEW YORK NY)
BOTH
Issued 11/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/25/2006
Series 4 - Registered Options Principal Examination
BC
Issued 01/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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