Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dante? Claim Your ProfileDante Wilfredo Neyra is a Registered Representative with Bolton Securities Corp. Dante has been in the financial services industry since 1988 and specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations. Dante holds the Series 7, Series 63, and SIE securities licenses. Dante is also registered as an Investment Advisor Representative (IAR) with Bolton Securities Corp., an SEC licensed Investment Advisor.
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.
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2
FL
10/06/2023 - Present
Bolton Securities Corp. (MIAMI FL)
FL
06/27/2014 - 10/04/2023
MORGAN STANLEY (Fort Lauderdale FL)
FL
10/25/1999 - 07/02/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)
MA
04/01/1998 - 11/01/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
FL
05/22/1992 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
CA
09/30/1991 - 05/06/1992
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NY
01/29/1990 - 10/10/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
07/20/1988 - 01/30/1990
BLINDER, ROBINSON & CO., INC.
BC
Issued 07/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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