Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Petrarca is a financial advisor with Osaic Wealth, Inc. in Sarasota, FL. Antonio is registered with FINRA and has been in the industry since July 12, 2023. Antonio has Series 63, Series 6TO, and SIE licenses. Antonio's firm is a registered investment advisor with the SEC and has approximately $94.5 billion in assets under management. They serve a variety of clients including individuals, high-net-worth individuals, corporations, pension plans and charitable organizations. Osaic Wealth, Inc. offers a range of advisory services, including financial planning, portfolio management for individuals and businesses, pension consulting, 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.
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.
1
2
FL
09/01/2023 - Present
Osaic Wealth, Inc. (SARASOTA FL)
FL
07/13/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SARASOTA FL)
BC
Issued 07/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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