Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Josue Puente is a financial advisor at Equitable Advisors, LLC. Antonio is licensed in multiple states, including California, Colorado, Connecticut, Florida, Georgia, Indiana, New Jersey, New York, North Carolina, and Virginia. Antonio has been a registered representative for over four years and specializes in portfolio management for both businesses and individuals. Antonio also offers financial planning services. In addition to working as a financial advisor, Antonio is also a football coach at Boca Raton Christian School.
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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FL
03/21/2022 - Present
Equitable Advisors, LLC (BOCA RATON FL)
IA
Issued 02/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/06/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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