Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Antoniou is a financial advisor with over 20 years of experience in the industry. Daniel has been registered with Morgan Stanley since 2009 and has previously held positions at Citigroup Global Markets Inc., LPL Financial Corporation, LinSCO/Private Ledger Corp., Raymond James Financial Services, Inc., and Morgan Stanley DW Inc. Daniel holds the Series 7, Series 31, and Series 63 licenses as well as the SIE exam. He is also a Certified Financial Planner. Daniel is currently licensed to provide investment advice in Connecticut and Texas. Daniel's primary focus is providing asset allocation advice, financial planning, and portfolio management for individuals, businesses, and 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
MA
04/23/2020 - Present
Morgan Stanley (Boston MA)
MA
12/17/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
MA
05/22/2008 - 08/26/2008
LPL FINANCIAL CORPORATION (NEWTON MA)
MA
02/27/2007 - 12/14/2007
LINSCO/PRIVATE LEDGER CORP. (NEWTON MA)
MA
05/19/2006 - 12/04/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOSTON MA)
NY
01/21/2005 - 12/13/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
06/23/2003 - 01/11/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 05/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Daniel Antoniou is the right advisor for you? Invested Better is here to help.
