Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio nicolas? Claim Your ProfileAntonio nicolas Punales Callegari is a financial advisor registered with the state of New Jersey and Texas. He works at Rockefeller Financial LLC. Antonio has been in the industry since September 2020 and is currently licensed to provide investment advisory services to individuals, businesses, corporations, investment companies, charitable organizations and pension plans. Antonio has passed both the Series 7TO and SIE exams and has received various certifications, including the Uniform Combined State Law Examination.
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.
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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2
NJ
10/15/2024 - Present
Rockefeller Financial LLC (Paramus NJ)
BC
Issued 08/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/29/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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