Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Bradley Wallace is a registered representative with Aon Securities LLC. Matthew has over 15 years of experience in the financial services industry. Matthew is licensed to sell securities in Illinois. Prior to joining Aon Securities LLC, Matthew was a registered representative with Portfolio Brokerage Services, Inc., BMO Investment Distributors, LLC, AMG Distributors, Inc., Calamos Financial Services LLC and GWFS Equities, Inc. Matthew holds the Series 6, 7, 24, 26, and 63 securities licenses.
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.
Fairness opinions
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.
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2
IL
05/06/2021 - Present
AON Securities LLC (CHICAGO IL)
IL
08/10/2016 - 06/06/2019
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
IL
03/29/2016 - 07/27/2016
BMO INVESTMENT DISTRIBUTORS, LLC (CHICAGO IL)
IL
01/13/2015 - 05/26/2015
BMO INVESTMENT DISTRIBUTORS, LLC (CHICAGO IL)
IL
05/18/2010 - 07/24/2014
AMG DISTRIBUTORS, INC. (CHICAGO IL)
IL
08/21/2007 - 05/06/2010
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
OH
03/31/2005 - 08/08/2007
GWFS EQUITIES, INC. (COLUMBUS OH)
IL
07/26/2004 - 03/10/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 07/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 11/02/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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