Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candia? Claim Your ProfileCandia Rose Di tonno is a financial advisor with Oppenheimer & Co. Inc. located in BOCA RATON, FL. Candia has been in the industry since 1993. Prior to Oppenheimer & Co. Inc., Candia worked for MORGAN STANLEY. Candia holds licenses for Series 63, Series 9, Series 10, Series 24, Series 8, Series 31, Series 7 and SIE exams. Candia is registered with the state of Florida and is a registered representative of Oppenheimer & Co. Inc.. Candia offers investment advisory services and portfolio management services to individuals, businesses and pooled investment vehicles.
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.
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.
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.
1
2
FL
09/11/2023 - Present
Oppenheimer & Co. Inc. (BOCA RATON FL)
FL
12/17/2015 - 09/12/2023
MORGAN STANLEY (Boca Raton FL)
FL
06/01/2009 - 09/28/2015
MORGAN STANLEY (AVENTURA FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (AVENTURA FL)
FL
04/27/1999 - 04/02/2007
MORGAN STANLEY DW INC. (AVENTURA FL)
FL
08/14/1998 - 03/30/1999
FIRST COLONIAL SECURITIES GROUP, INC. (BOCA RATON FL)
FL
05/18/1998 - 07/06/1998
THE AGEAN GROUP, INC (BOCA RATON FL)
NJ
12/09/1997 - 03/09/1998
THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. (FLORHAM PARK NJ)
NY
04/02/1997 - 11/25/1997
KIRLIN SECURITIES INC. (SYOSSET NY)
NJ
05/08/1996 - 05/16/1997
FIRST INTERREGIONAL EQUITY CORP. (MILBURN NJ)
NJ
05/07/1993 - 05/08/1996
HALPERT AND COMPANY, INC. (MILLBURN NJ)
BC
Issued 05/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/13/1995
Series 24 - General Securities Principal Examination
BC
Issued 08/26/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 05/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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