Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Gall is a financial advisor with over 25 years of experience in the industry. Matthew currently works at Osaic Wealth, Inc. and is licensed to provide investment advice in several states. Previously, Matthew was affiliated with Raymond James & Associates, Inc., Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew's areas of specialization include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
1
2
IL
10/26/2023 - Present
Osaic Wealth, Inc. (OAKBROOK TERRACE IL)
IL
10/16/2015 - 11/01/2023
RAYMOND JAMES & ASSOCIATES, INC. (CHICAGO IL)
IL
01/01/2008 - 10/22/2015
WELLS FARGO ADVISORS, LLC (CHICAGO IL)
IL
06/09/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHICAGO IL)
NY
09/15/2000 - 06/18/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/09/1996 - 09/20/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Gall is the right advisor for you? Invested Better is here to help.
