Unclaimed
Matthew Clinton Bade has been a registered investment advisor since 1988. Currently, Matthew is associated with Allstate Financial Advisors, LLC in White Lake, Michigan. Before joining Allstate Financial Advisors, LLC, Matthew was registered with LPL FINANCIAL LLC, PRUCO SECURITIES, LLC., KALOS CAPITAL, INC., GUNNALLEN FINANCIAL, INC, QUESTAR CAPITAL CORPORATION, ABN AMRO FINANCIAL SERVICES, INC., FAHNESTOCK & CO. INC., RAYMOND JAMES & ASSOCIATES, INC., RONEY & CO., RONEY & CO. L.L.C., PRINCIPAL FINANCIAL SECURITIES,INC., HAMILTON INVESTMENTS, INC., OBERWEIS SECURITIES, INC. and OLDE DISCOUNT CORPORATION. Matthew holds the Series 7, Series 63, and Series 65 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.
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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.
Third party advisory fees
1
2
MI
07/14/2023 - Present
Allstate Financial Advisors, LLC (White Lake MI)
MI
03/22/2017 - 11/18/2022
LPL FINANCIAL LLC (LIVONIA MI)
MI
01/24/2017 - 02/08/2017
PRUCO SECURITIES, LLC. (TROY MI)
MI
04/06/2010 - 01/03/2017
KALOS CAPITAL, INC. (LIVONIA MI)
MI
04/04/2005 - 03/30/2010
GUNNALLEN FINANCIAL, INC (NOVI MI)
MN
06/24/2003 - 04/01/2005
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
IL
05/09/2003 - 05/28/2003
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
NY
05/23/2001 - 09/27/2002
FAHNESTOCK & CO. INC. (NEW YORK NY)
FL
06/16/1998 - 06/20/2001
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
09/13/1996 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
TX
09/01/1994 - 10/07/1996
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NA
11/25/1988 - 09/01/1994
HAMILTON INVESTMENTS, INC.
NA
05/17/1988 - 01/26/1989
OBERWEIS SECURITIES, INC.
NA
12/22/1987 - 02/27/1988
OLDE DISCOUNT CORPORATION
IA
Issued 05/16/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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