Unclaimed
Antonio Fernandes Cairrao is a financial advisor based in Miami, Florida. Antonio is affiliated with Morgan Stanley and has been in the industry for over 10 years. Antonio has a strong track record of providing investment advice and financial planning services to individuals and businesses. Before joining Morgan Stanley, Antonio was employed with Wells Fargo Advisors, LLC and Itau International Securities Inc. Antonio is licensed to provide securities and investment advisory services in numerous states including Florida, California, and New York.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
05/06/2021 - Present
Morgan Stanley (Miami FL)
FL
10/12/2016 - 05/10/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
03/15/2011 - 10/13/2016
ITAU INTERNATIONAL SECURITIES INC. (MIAMI FL)
BOTH
Issued 05/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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