Unclaimed
Matthew Corrigan is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Oak Park, Illinois. Matthew has been in the financial services industry since 2008. He has a Series 6, 7, 10, 63, 65, and SIE licenses and is registered to provide investment advisory services in 22 states. Matthew has experience in financial planning, portfolio management, and pension consulting. He also provides hourly and fixed-rate consultations to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
07/06/2020 - Present
Raymond James Financial Services Advisors, Inc. (OAK PARK IL)
IL
09/09/2013 - 08/04/2015
WELLS FARGO ADVISORS, LLC (CHICAGO IL)
IL
11/13/2009 - 09/17/2013
PNC INVESTMENTS (CHICAGO IL)
IL
12/18/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (CHICAGO IL)
IA
Issued 08/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/31/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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