Unclaimed
Matthew Antos is a financial advisor currently working at Charles Schwab & CO., Inc. in Northbrook, Illinois. Previously, Matthew Antos has worked at CETERA FINANCIAL SPECIALISTS LLC in WHEELING, IL. Matthew Antos holds Series 66, Series 7TO and SIE licenses. Matthew Antos is also registered to provide investment advice in Illinois.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IL
12/11/2023 - Present
Charles Schwab & CO., Inc. (Northbrook IL)
IL
06/29/2023 - 07/18/2023
CETERA FINANCIAL SPECIALISTS LLC (WHEELING IL)
BOTH
Issued 12/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Matthew Antos is the right advisor for you? Invested Better is here to help.