Unclaimed
Mario Anthony Antonacci is a financial advisor currently registered with Ameritas Advisory Services, LLC in Matawan, New Jersey. Mario has been in the financial industry since 2002 and has experience working with various clients, including high-net-worth individuals, corporations, and pension plans. Mario is licensed to sell fixed insurance products as an Independent Insurance Agent. Mario has passed both the Series 6 and Series 65 exams. Mario is a Registered Representative (RR) with FINRA and is also licensed as an Investment Advisor Representative (IAR) in New Jersey.
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.
Solicitor fees
1
2
NJ
11/01/2021 - Present
Ameritas Advisory Services, LLC (Matawan NJ)
NJ
12/02/2010 - 12/18/2012
ALLSTATE FINANCIAL SERVICES, LLC (LEBANON NJ)
PA
05/21/2003 - 11/02/2009
WADDELL & REED, INC. (YARDLEY PA)
NJ
11/27/2002 - 04/02/2003
YOUR MONEY MATTERS BROKERAGE SERVICES, INC. (SOMERSET NJ)
IA
Issued 11/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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