Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Aubrey Erickson is an investment advisor representative with Envestnet PMC. Matthew is a licensed advisor in Illinois. Matthew has been in the industry for over 20 years, previously working with Portfolio Brokerage Services, Inc. and ABN AMRO Financial Services, Inc. Matthew has a Series 6, 7, 63, 66 and SIE license. Matthew is licensed to provide investment advisory services to individuals, businesses, corporations, charitable organizations, investment companies, and other investment advisors. Matthew specializes in investment management, financial planning, and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
Overlay portfolio management
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.
A percentage of assets or revenues under our clients' management
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2
IL
05/02/2007 - Present
Envestnet PMC (CHICAGO IL)
IL
05/03/2006 - 01/16/2020
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
IL
09/30/2003 - 09/07/2005
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
MO
03/14/2001 - 10/03/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MI
11/01/2000 - 01/12/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 04/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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