Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Litfin is a financial advisor with William Blair. Matthew has been in the financial industry since 2004. Matthew holds the Series 7, 16, 24, 63, 7TO, 87, and SIE licenses. Matthew is also a Chartered Financial Analyst. In addition to William Blair, Matthew has also worked with Columbia Threadneedle Asset Management and Sympathy Brands Inc. Matthew specializes in portfolio management for businesses, individuals, and pooled investment vehicles. Matthew’s primary office is located in Chicago, 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Equity research services
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.
1
2
IL
07/22/2022 - Present
William Blair (CHICAGO IL)
IL
10/24/1997 - 12/04/2015
WILLIAM BLAIR (CHICAGO IL)
BC
Issued 11/03/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2002
Series 24 - General Securities Principal Examination
BC
Issued 07/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/19/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/15/2003
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 10/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Matthew Litfin is the right advisor for you? Invested Better is here to help.
