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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Dimatteo is a financial advisor with LPL Financial LLC. Antonio has been in the financial services industry since March 11, 2019. Antonio works in the Cameron Park, California office of LPL Financial. Antonio is registered with the state of California as a Registered Investment Advisor and a Registered Representative. Antonio holds Series 7, 63, and 66 securities licenses. Antonio specializes in providing financial advice to individuals, families, and businesses. Antonio is committed to helping clients reach their financial goals. Antonio has experience working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Antonio is dedicated to providing personalized financial advice to each client.
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.
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2
CA
10/26/2023 - Present
LPL Financial LLC (CAMERON PARK CA)
CA
02/24/2022 - 10/27/2023
SECURITIES AMERICA, INC. (CAMERON PARK CA)
CA
02/21/2019 - 02/04/2022
WELLS FARGO CLEARING SERVICES, LLC (CAMERON PARK CA)
BOTH
Issued 05/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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