Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Conticelli is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Jacksonville, Florida. Antonio has been in the industry since 1998. Antonio holds Series 7 and Series 63 licenses and has been registered with the Securities and Exchange Commission (SEC) since 2012. The advisor also holds a Series 65 license and has been registered with the SEC as an Investment Advisor Representative since 2019. The firm manages approximately $10 billion to $50 billion in client assets. They provide financial planning, portfolio management, pension consulting, and market timing services.
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
FL
02/13/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
GA
09/14/2004 - 02/15/2012
WELLS FARGO ADVISORS, LLC (ALPHARETTA GA)
NY
06/05/1998 - 09/23/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 06/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1998
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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