Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Piccolino is a financial professional with over 30 years of experience in the financial services industry. Antonio is currently registered with Osaic Institutions, Inc. and has held previous roles at LPL Financial LLC, Citigroup Global Markets Inc., and Citizens Securities, Inc., among others. Antonio is also a licensed Investment Advisor Representative in New York. Antonio offers a range of services to clients, including financial planning, educational seminars, and portfolio management.
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.
Solicitation services for other advisers
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
NY
02/27/2023 - Present
Osaic Institutions, Inc. (Poughkeepsie NY)
NY
03/31/2022 - 03/02/2023
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (South Fallsburg NY)
NY
03/01/2022 - 03/02/2023
LPL FINANCIAL LLC (ELLENVILLE NY)
CT
09/09/2021 - 03/10/2022
CITIGROUP GLOBAL MARKETS INC. (Norwalk CT)
NY
04/09/2018 - 09/22/2021
LPL FINANCIAL LLC (ELLENVILLE NY)
NY
04/30/2018 - 09/10/2021
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (South Fallsburg NY)
NY
12/06/2012 - 04/02/2018
CITIZENS SECURITIES, INC. (VAILS GATE NY)
NY
08/19/2009 - 11/27/2012
M&T SECURITIES, INC. (OSSINING NY)
NY
12/14/2006 - 08/12/2009
HSBC SECURITIES (USA) INC. (HYDE PARK NY)
NY
01/03/2006 - 11/28/2006
KEY INVESTMENT SERVICES LLC (POUGHQUAG NY)
OH
10/18/2005 - 12/31/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
01/01/2005 - 10/25/2005
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
03/05/2002 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
05/16/2000 - 03/05/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
10/08/1999 - 03/27/2000
BNY INVESTMENT CENTER INC. (NEW YORK NY)
CA
02/17/1999 - 11/03/1999
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
06/01/1992 - 02/03/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CO
11/26/1993 - 02/03/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
NA
10/24/1991 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
IA
Issued 06/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/16/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1993
Series 7 - General Securities Representative Examination
BC
Issued 01/31/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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