Unclaimed
Antonio Racanelli is a financial advisor registered with Morgan Stanley in Garden City, NY. Antonio has been in the financial services industry since 2004. Antonio has a diverse background in the industry, with previous experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lincoln Financial Advisors Corporation, Hornor, Townsend & Kent, Inc., and Tower Square Securities, Inc. Antonio is also a registered investment advisor and offers a range of services including financial planning, portfolio management for individuals and businesses, and pension consulting.
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
NY
02/20/2020 - Present
Morgan Stanley (Garden City NY)
NY
06/18/2014 - 03/23/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EAST MEADOW NY)
NY
11/29/2012 - 06/28/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (MELVILLE NY)
NY
05/20/2011 - 10/19/2012
HORNOR, TOWNSEND & KENT, INC. (JERICHO NY)
NY
07/12/2006 - 01/12/2010
TOWER SQUARE SECURITIES, INC. (HAUPPAUGE NY)
NY
01/01/2001 - 11/30/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 07/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/22/2000
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 Racanelli is the right advisor for you? Invested Better is here to help.