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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Vince Porretta is an active investment advisor representative with Independent Advisor Alliance, LLC. Antonio has been in the industry since March 17, 2000. Antonio works out of the Harrisburg, NC office. Antonio has a total of 15 state registrations and 3 state investment advisor registrations. Antonio's firm provides a wide range of advisory services, including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
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.
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2
NC
01/03/2024 - Present
Independent Advisor Alliance, LLC (HARRISBURG NC)
NC
05/03/2007 - 07/13/2011
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NY
02/14/2003 - 05/01/2007
BRIGHTON SECURITIES CORP. (ROCHESTER NY)
NY
03/17/2000 - 02/21/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 05/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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