Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Christian De stefano is an investment advisor representative with Chicago Partners Investment Group LLC. Matthew has been in the financial services industry since 2015. Matthew holds a Series 65 license. Matthew Christian De stefano has experience with the following specializations: annuities (legacy), insurance companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and 401k plan option review & monitoring.
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.
401k plan option review & monitoring
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.
Roboadvisory offering
1
2
IL
01/27/2025 - Present
Chicago Partners Investment Group LLC (CHICAGO IL)
Active
Inactive
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