Unclaimed
Antonio Maglaras is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in New York, New York. Antonio has been in the financial industry since July 5, 1996. Antonio has been registered with Merrill Lynch since May 30, 1997. Before joining Merrill Lynch, Antonio was employed by Colin Winthrop & Co., Inc. in Jericho, New York. Antonio holds licenses for Series 63, Series 10, Series 9, SIE, and Series 7 exams. Antonio specializes in investment advisory, financial planning, and portfolio management for individuals and businesses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
05/30/1997 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
06/03/1996 - 07/25/1996
COLIN WINTHROP & CO., INC. (JERICHO NY)
NA
09/07/1993 - 06/08/1994
CAMELOT INVESTMENT CORP.
BC
Issued 09/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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