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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Czechorski is an investment advisor representative at Edelman Financial Engines. Anthony has been working in the financial services industry since 1981 and has a broad range of experience, including working with both individuals and businesses. Anthony is also a registered representative in Illinois. He holds Series 3, 4, 5, 7, 24, 53, and 63 licenses and has passed the Series 65 exam.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
IL
11/01/2018 - Present
Edelman Financial Engines (NORTHBROOK IL)
IL
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (GLENVIEW IL)
IL
01/08/2015 - 04/22/2016
SANDERS MORRIS HARRIS LLC (GLENVIEW IL)
IL
02/19/2004 - 07/01/2014
MERITUS FINANCIAL GROUP, INC. (ELGIN IL)
FL
12/15/1999 - 04/13/2004
RISE, INC. (LAKELAND FL)
FL
08/24/1999 - 09/09/1999
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IL
10/23/1995 - 08/18/1999
BIRKELBACH INVESTMENT SECURITIES, INC. (CHICAGO IL)
IL
08/07/1995 - 10/23/1995
LEXINGTON SECURITIES, INC. (CHICAGO IL)
IL
08/22/1994 - 07/27/1995
MADISON SECURITIES, INC. (CHICAGO IL)
WI
05/01/1990 - 07/05/1994
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
12/10/1981 - 05/23/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 12/28/2001
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1989
Series 3 - National Commodity Futures Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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