Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Gurrera is a financial professional with over a decade of experience in the financial services industry. Antonio is currently registered with Wells Fargo Clearing Services, LLC and holds a Series 7 and Series 63 license as well as the Series 65. Antonio is a Certified Financial Planner and has a strong track record of helping individuals and families achieve their financial goals. Antonio is committed to providing his clients with personalized financial advice and guidance. Antonio has worked with TD Private Client Wealth LLC and Syndicated Capital, Inc. in the past.
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.
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.
Investment consulting services to institutional clients
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
NY
07/15/2021 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
06/05/2013 - 08/14/2021
TD PRIVATE CLIENT WEALTH LLC (White Plains NY)
CA
11/03/2010 - 08/06/2012
SYNDICATED CAPITAL, INC. (DIAMOND BAR CA)
IA
Issued 09/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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