Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudiu? Claim Your ProfileClaudiu Antonie is an Investment Advisor Representative at Vanguard Advisers, Inc. Claudiu Antonie is registered with the state of North Carolina and South Carolina. Claudiu Antonie has been in the financial industry for 3 years. Claudiu Antonie is also registered with FINRA. Claudiu Antonie has passed the Series 66, Series 63, Series 7TO, and SIE exams. Claudiu Antonie is affiliated with Vanguard Advisers, Inc.. Claudiu Antonie has worked for Vanguard Advisers, Inc. since June 2021. Claudiu Antonie also worked for the College of Charleston, Fort Mill High School, Papa John's Pizza, ATS Automation Tooling Systems, and Family Asset Management. Claudiu Antonie has a total of 7 years of work experience. Claudiu Antonie specializes in providing financial planning, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
1
2
NC
09/19/2022 - Present
Vanguard Advisers, Inc. (Charlotte NC)
BOTH
Issued 09/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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