Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew D. Harris is an investment advisor representative at Hightower Advisors, LLC. Matthew has been in the industry since 2007 and holds a Series 31, Series 7, and Series 66. Matthew also owns and operates Aperture Partners Inc., a consulting business that provides research and analysis of asset allocation, investment managers, and client content. Matthew works with a wide range of clients including individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Guidance on pension options to ensure a secure financial future.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
04/04/2022 - Present
Hightower Advisors, LLC (CHICAGO IL)
NY
11/28/2008 - 04/01/2021
HIGHTOWER SECURITIES, LLC (NEW YORK NY)
CA
04/02/2007 - 12/03/2008
MORGAN STANLEY & CO. INCORPORATED (SAN RAFAEL CA)
CA
03/30/2007 - 04/02/2007
MORGAN STANLEY DW INC. (SAN FRANCISCO CA)
BOTH
Issued 04/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 03/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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