Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antony? Claim Your ProfileAntony Kasimir Close is a financial advisor who has been in the industry since 2004. Antony is currently registered with Stifel, Nicolaus & Company, Inc. and holds a Series 7, Series 63, Series 55, Series 57TO and SIE license. Antony was previously registered with B. C. Ziegler and Company and Clarion American Securities Inc.. Antony has experience working with individuals, high-net-worth individuals, corporations and businesses, investment companies, pooled investment vehicles, insurance companies, charitable organizations, banking and thrift institutions, pension and profit sharing plans, and state and municipal government entities. Antony provides financial planning, portfolio management, educational seminars and selection of other advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
03/16/2018 - Present
Stifel, Nicolaus & Company, Inc. (WAUKESHA WI)
WI
02/06/2007 - 03/16/2018
B. C. ZIEGLER AND COMPANY (WAUKESHA WI)
WI
04/02/2004 - 08/31/2005
CLARION AMERICAN SECURITIES INC. (GREENFIELD WI)
IA
Issued 03/09/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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