Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Moreno is a financial advisor with Independent Financial Partners. Antonio has been in the financial services industry since 1992. Antonio has a wide range of experience, including providing financial planning, portfolio management, and pension consulting. Antonio is registered with the following states: Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Michigan, Nevada, New Hampshire, New Jersey, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Vermont, Virginia, and Washington. Antonio has also earned the Chartered Financial Consultant designation.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
11/17/2021 - Present
Independent Financial Partners (ORLANDO FL)
FL
06/18/2004 - 05/23/2019
LPL FINANCIAL LLC (ORLANDO FL)
CT
08/18/1992 - 06/18/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BC
Issued 02/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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