Unclaimed
Antonio Ferrara is a financial advisor currently registered with LPL Financial LLC. Antonio has been in the financial services industry since 2005. Antonio has offices in both Hyde Park, MA and Fort Mill, SC. Prior to joining LPL Financial LLC, Antonio was registered with BANC OF AMERICA INVESTMENT SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY. Antonio holds a Series 66, Series 24, Series 79TO, Series 99TO, SIE and Series 7 license. Antonio specializes in investment advice for individuals, businesses, corporations, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, investment clubs, and state and municipal governments.
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.
Consulting and other non-discretionary advisory services
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
MA
01/13/2006 - Present
LPL Financial LLC (HYDE PARK MA)
MA
06/14/2005 - 08/29/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MN
12/03/2004 - 02/01/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/03/2004 - 02/01/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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