Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Dallaris is an investment advisor representative at Fidelity Personal And Workplace Advisors in GARDEN CITY, NY. Antonio has been in the industry since 1992. Antonio holds Series 7, 24, 55, and 63 licenses, as well as Series 65. Antonio has been with Fidelity Personal And Workplace Advisors since August 2010. Before that, Antonio was registered with 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.
1
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 10/2/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/15/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/15/2004
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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