Unclaimed
Michael Antonio is a financial advisor at LPL Financial LLC. Michael has been in the financial industry since 1995 and has a wide range of experience in helping clients with their financial needs. Michael holds the following licenses and certifications: Series 7, Series 63, Series 65, Series 24, Series 4, and SIE. Michael is registered in the following states: Alabama, California, Connecticut, Florida, Georgia, Kansas, Louisiana, Maryland, North Carolina, Ohio, Pennsylvania, South Carolina, Texas. Michael is committed to providing his clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory services
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.
1
2
GA
10/12/2020 - Present
LPL Financial LLC (CUMMING GA)
GA
02/25/2011 - 10/13/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CUMMING GA)
GA
01/04/1999 - 02/28/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (CUMMING GA)
FL
09/13/1995 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 09/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/16/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/10/1996
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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