Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Orendain is an investment advisor representative with Morgan Stanley, located in Houston, Texas. Antonio has been working in the financial industry since December 16, 2013, and has prior experience with Citigroup Global Markets Inc. and BBVA Securities Inc. Antonio is registered with the state of Texas and holds Series 6, 7 and 66 securities licenses. Antonio offers financial planning, portfolio management for businesses and individuals and pension consulting services to a wide range of clients including individuals, high net worth individuals, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses and state or municipal government entities.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
05/17/2016 - Present
Morgan Stanley (Houston TX)
TX
06/24/2015 - 04/29/2016
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
TX
05/16/2013 - 11/24/2014
BBVA SECURITIES INC. (HOUSTON TX)
TX
05/03/2013 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)
BOTH
Issued 04/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Antonio Orendain is the right advisor for you? Invested Better is here to help.
