Unclaimed
Antonio Camejo is a registered representative with Portfolio Resources Advisor Group, Inc. Antonio has been in the securities industry since 1987. Antonio is registered in 25 states. Antonio is also a registered investment advisor in Florida and New York. Antonio has a Series 7, Series 24, Series 53, Series 63, Series 66, Series 79TO, and Series 99TO licenses. Antonio also has a Series 14 and Series 99TO licenses. Antonio specializes in financial planning, portfolio management for individuals, pension consulting, educational seminars, and selection of other advisors.
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.
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
FL
05/14/2021 - Present
Portfolio Resources Advisor Group, Inc. (CORAL GABLES FL)
CA
03/27/1991 - 06/23/1993
PROGRESSIVE ASSET MANAGEMENT, INC. (SAN RAFAEL CA)
NY
04/29/1987 - 02/13/1991
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 03/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 04/25/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/14/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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