Unclaimed
Michael Antoni is a financial advisor registered with Raymond James & Associates, Inc. in Devon, PA. Antoni has been in the financial industry since 2018. Antoni has passed the Series 66, Series 7TO, and SIE exams. Antoni is registered in California and Pennsylvania. Antoni works as a coach for Drexel University and is a trustee for McCloskey.
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.
Please see note in schedule d - miscellaneous
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
PA
11/01/2018 - Present
Raymond James & Associates, Inc. (DEVON PA)
BOTH
Issued 10/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/05/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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