Unclaimed
Antonio Juliano Desouza Esilva is a financial professional with over a decade of experience in the industry. Antonio currently works at Stonex Advisors Inc. and is registered to provide investment advice in multiple states. Antonio specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. They have a strong track record of working with a diverse clientele, including high-net-worth individuals, businesses, and charitable organizations. Antonio is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
1
2
AL
04/10/2020 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
FL
03/08/2017 - 03/06/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
FL
05/17/2011 - 03/06/2017
BTG PACTUAL US CAPITAL, LLC (Miami FL)
BOTH
Issued 06/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2013
Series 3 - National Commodity Futures Examination
BC
Issued 05/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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