Unclaimed
Anton Schirmang is a financial advisor currently registered with Corient. Anton has been in the industry for over 10 years and holds multiple licenses including Series 7, Series 63, and Series 65. He specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutional clients. Anton is also a Certified Financial Planner. Previous firms Anton worked at include Nuveen Securities, LLC, Invesco Distributors, Inc., Optionshouse, LLC, and National Securities Corporation.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
IL
12/08/2023 - Present
Corient (Itasca IL)
IL
12/05/2014 - 11/02/2018
NUVEEN SECURITIES, LLC (CHICAGO IL)
IL
10/03/2013 - 11/11/2014
INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)
IL
05/16/2012 - 09/23/2013
OPTIONSHOUSE, LLC (CHICAGO IL)
IL
03/12/2012 - 04/27/2012
NATIONAL SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 10/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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