Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Channell is an investment advisor representative with Great Lakes Advisors, LLC. Matthew has been in the industry since 2021 and has a Series 7TO, Series 66 and SIE. Matthew is registered to provide investment advice in Alabama, Arkansas, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Mississippi, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, and West Virginia.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Fulcrum fee; asset-based fee contingent on performance
1
2
IL
04/11/2022 - Present
Great Lakes Advisors, LLC (CHICAGO IL)
IL
08/09/2021 - 03/29/2022
AMERIPRISE FINANCIAL SERVICES, LLC (OAKBROOK TERRACE IL)
BOTH
Issued 12/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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