Unclaimed
Antonio Miguel Trujillo is a financial professional with over 20 years of experience in the industry. Antonio has a strong background in various financial products and services, including securities, investment company products, and variable contracts. Currently, Antonio is registered with Tiaa-Cref Individual & Institutional Services, LLC in Denver, Colorado. Antonio has previously worked for firms such as CHASE INVESTMENT SERVICES CORP., UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER, PRUCO SECURITIES, LLC., and FIRST INVESTORS CORPORATION.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
02/09/2011 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
05/16/2008 - 01/14/2011
CHASE INVESTMENT SERVICES CORP. (DENVER CO)
CO
03/31/2006 - 10/26/2007
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (BLOOMFIELD CO)
NJ
07/28/2003 - 01/31/2006
PRUCO SECURITIES, LLC. (NEWARK NJ)
NJ
05/23/2000 - 07/17/2003
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 03/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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