Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Cook Mc connell is an Investment Advisor Representative with Chicago Partners Investment Group LLC. Matthew has been in the financial services industry since June 1999. Matthew has a Series 63, Series 65, Series 7 and SIE. Matthew is also a Certified Financial Planner. Matthew works with high net worth individuals, individuals other than high net worth, pooled investment vehicles, insurance companies, charitable organizations, and corporations or other businesses. Matthew specializes in providing financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and selection of other advisors. Matthew has been registered with the state of Hawaii as an Investment Advisor Representative since March 2022. Matthew was previously employed at Ameriprise Financial Services, LLC. Matthew is also involved in real estate ownership, primarily in Honolulu, HI.
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
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2
HI
01/01/2025 - Present
Chicago Partners Investment Group LLC (Honolulu HI)
HI
06/14/1999 - 11/13/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Honolulu HI)
MN
06/14/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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