Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shirley? Claim Your ProfileShirley Antonini is a financial advisor with over 15 years of experience in the industry. She currently holds registrations in both Pennsylvania and New Jersey. She specializes in providing financial advice to individuals, corporations, and charitable organizations. Shirley is associated with Wells Fargo Clearing Services, LLC and has been with the firm since 2016. She has a broad range of experience in investment management, financial planning, and retirement planning.
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.
Investment consulting services to institutional clients
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.
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2
PA
10/21/2022 - Present
Wells Fargo Clearing Services, LLC (ALLENTOWN PA)
PA
11/30/2007 - 03/08/2019
WELLS FARGO CLEARING SERVICES, LLC (POTTSVILLE PA)
MO
12/18/2001 - 07/11/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 01/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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