Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Emanuel Dallaris is a financial advisor who has been in the industry for over 30 years. Antonio is currently registered with Fidelity Personal And Workplace Advisors and has been with the firm since August 2010. Antonio holds several licenses and certifications, including the Series 7, 24, 55, and 63, as well as the SIE and the Uniform Investment Adviser Law Examination. Antonio is also a Certified Financial Planner. Previously, Antonio worked at METLIFE SECURITIES INC, J.P. MORGAN SECURITIES INC, BNY CLEARING SERVICES LLC, RICHARD A. ROSENBLATT & COMPANY, INC, MORGAN STANLEY & CO., INCORPORATED, THOMAS JAMES ASSOCIATES, INC, SMITH BARNEY SHEARSON INC, and LEHMAN BROTHERS 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.
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.
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2
NY
07/08/2021 - Present
Fidelity Personal AND Workplace Advisors (GARDEN CITY NY)
NY
09/08/2008 - 08/12/2010
METLIFE SECURITIES INC. (GARDEN CITY NY)
NY
05/01/2001 - 08/14/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
07/06/1999 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
WI
12/10/1996 - 07/13/1999
BNY CLEARING SERVICES LLC (MILWAUKEE WI)
NY
07/27/1995 - 10/16/1996
RICHARD A. ROSENBLATT & COMPANY, INC. (NEW YORK NY)
NY
07/12/1994 - 04/17/1995
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
10/19/1993 - 05/24/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NY
07/31/1993 - 10/29/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
12/23/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 10/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/10/1999
Series 25 - NYSE Trading Assistant Examination
BC
Issued 12/20/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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