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AR

Antonio C. Rascoe

ALTERNA SECURITIES
Houston, TX 77056
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CRD#: 7082520
AR

Professional summary


Antonio Cuellar Rascoe is a registered financial professional currently at ALTERNA SECURITIES, INC. located in Houston, Texas.

Antonio is registered as a RR (Registered Representative) and started their career in finance in 2020. Antonio has worked at 3 firms and has passed the Series 63, Series 7TO, Series 6TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Antonio Cuellar Rascoe's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 15, 2025 - Present

ALTERNA SECURITIES, INC.

Office #1: 2800 Post Oak Blvd Suite 6300, Houston, TX 77056
BD
CRD#: 41139
Houston, TX
Past

December 16, 2021 - July 3, 2025

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
WEST PALM BEACH, FL
Past

September 14, 2020 - January 20, 2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
SAN ANTONIO, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(6/15/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 11/7/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/17/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 9/13/2020
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AS
ALTERNA SECURITIES, INC.
ACTINVER SECURITIES, INC. | ALTERNA SECURITIES, INC.

CRD#: 41139 / SEC#: , 8-49311

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
2800 Post Oak Blvd Suite 6300, Houston, TX 77056
Mailing Address
2800 Post Oak Blvd Suite 6300, Houston, TX 77056
Phone number
(713) 885-9843
Established
Delaware since 11/10/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (29 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ALTERNA HOLDINGS, INC.SHAREHOLDER
DE LEON, PATRICIACOMPLIANCE OFFICER5316157
INGRAHAM, FRANK TODDCHIEF COMPLIANCE OFFICER2918519
MAZA, FRANCISCO XAVIERPRESIDENT/CEO/CROP/SROP2786574
NUNN, RICHARD ANDREWFINOP1016528

Disclosures


Regulatory Event3
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ALTERNA SECURITIES, INC.

CRD#: 41139Houston, TX 77056

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