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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antwone? Claim Your ProfileAntwone Harris is a financial advisor at Osaic Advisory Services, LLC, an investment advisory firm based in Atlanta, GA. Antwone is registered to provide investment advice in California, District of Columbia, Florida, Georgia, Maryland, New Jersey, North Carolina, Pennsylvania, and Virginia. Antwone has been working in the financial services industry since 2003. Antwone is a Certified Financial Planner and holds the Series 66, Series 7, Series 9, and Series 10 licenses. Osaic Advisory Services, LLC provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. The firm has over $4 billion in assets under 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.
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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DC
09/26/2017 - Present
Osaic Advisory Services, LLC (Washington DC)
DC
04/22/2005 - 08/28/2017
CHARLES SCHWAB & CO., INC. (Washington DC)
NY
04/21/2003 - 04/18/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 05/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/13/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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