Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Sanchez is a financial advisor in Indianapolis, Indiana, and has over 15 years of experience in the financial services industry. Antonio is currently registered with J.w. Cole Financial, Inc. and has previously held positions at AXIO FINANCIAL LLC, NAVIAN CAPITAL SECURITIES LLC, VALIC FINANCIAL ADVISORS, INC., NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, FIRST ALLIED SECURITIES, INC., ONEAMERICA SECURITIES, INC., MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, COASTAL SECURITIES L.P. and CITIGROUP GLOBAL MARKETS INC.. Antonio holds the Series 7 and Series 63 licenses.
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.
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.
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2
IN
05/10/2021 - Present
J.w. Cole Financial, Inc. (Indianapolis IN)
NY
03/20/2020 - 05/10/2021
AXIO FINANCIAL LLC (NEW YORK NY)
IN
02/12/2019 - 03/03/2020
NAVIAN CAPITAL SECURITIES LLC (Indianapolis IN)
IN
11/20/2017 - 04/30/2018
VALIC FINANCIAL ADVISORS, INC. (CARMEL IN)
IN
02/29/2016 - 05/22/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (INDIANAPOLIS IN)
IN
03/23/2015 - 01/25/2016
FIRST ALLIED SECURITIES, INC. (INDIANAPOLIS IN)
IN
05/09/2014 - 04/02/2015
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
06/01/2009 - 12/04/2013
MORGAN STANLEY (INDIANAPOLIS IN)
IN
02/11/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (INDIANAPOLIS IN)
NC
07/12/2007 - 11/13/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RALEIGH NC)
NC
12/14/2006 - 07/16/2007
CITIGROUP GLOBAL MARKETS INC. (RALEIGH NC)
TX
11/17/2005 - 03/06/2006
COASTAL SECURITIES L.P. (HOUSTON TX)
NY
04/14/2004 - 11/25/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 07/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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