Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Esteves is a financial professional with over 10 years of experience in the industry. Antonio is currently registered as an investment advisor representative with Osaic Institutions, Inc. Antonio has been working in the industry since August 2013. Prior to joining Osaic Institutions, Inc., Antonio worked at Citizens Securities, Inc. and Santander Securities LLC. Antonio has a Series 63, Series 65, Series 7TO, and Series 6 licenses. Antonio specializes in providing financial planning, portfolio management, and educational seminars.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
MA
09/08/2023 - Present
Osaic Institutions, Inc. (Dartmouth MA)
RI
01/06/2016 - 01/09/2019
CITIZENS SECURITIES, INC. (PROVIDENCE RI)
RI
04/11/2013 - 08/28/2015
SANTANDER SECURITIES LLC (EAST PROVIDENCE RI)
IA
Issued 12/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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