Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Jose Prado is a financial advisor with over 20 years of experience in the financial services industry. Antonio currently works at M Holdings Securities, Inc. Antonio has experience working with high-net-worth individuals and corporations, as well as providing financial planning and portfolio management services. Antonio is a Series 6 and Series 26 licensed representative. Antonio is also registered as a Broker-Dealer in Florida.
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.
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
FL
03/05/2024 - Present
M Holdings Securities, Inc. (Miami FL)
FL
04/27/2015 - 12/31/2022
PRINCIPAL SECURITIES, INC. (DORAL FL)
FL
03/03/2014 - 04/24/2015
SECURIAN FINANCIAL SERVICES, INC. (Doral FL)
FL
10/02/2012 - 01/16/2014
METLIFE SECURITIES INC. (CORAL GABLES FL)
FL
07/16/2010 - 09/20/2012
METLIFE SECURITIES INC. (CORAL GABLES FL)
VT
04/07/2008 - 07/02/2010
EQUITY SERVICES, INC. (MONTPELIER VT)
FL
05/22/2001 - 10/26/2007
PFS INVESTMENTS INC. (DORAL FL)
BC
Issued 12/30/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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