Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Edward Powell is a financial advisor with over 30 years of experience in the financial services industry. Matthew is currently a Managing Director with LaSalle St. Investment Advisors, LLC, an investment advisory firm based in Elmhurst, Illinois, and Cincinnati, Ohio. Prior to joining LaSalle St. Investment Advisors, LLC, Matthew worked at BROKER DEALER FINANCIAL SERVICES CORP., PNC INVESTMENTS, and NATCITY INVESTMENTS, INC.. Matthew has experience working with high-net-worth individuals, corporations, 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.
Personalized portfolio management to meet individual financial objectives.
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.
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2
OH
07/15/2024 - Present
Lasalle ST. Investment Advisors, LLC (Cincinnati OH)
OH
03/12/2010 - 09/17/2018
BROKER DEALER FINANCIAL SERVICES CORP. (CINCINNATI OH)
OH
11/13/2009 - 03/15/2010
PNC INVESTMENTS (LOVELAND OH)
OH
10/13/2004 - 11/13/2009
NATCITY INVESTMENTS, INC. (CINCINNATI OH)
OH
01/30/1995 - 10/13/2004
RED CAPITAL MARKETS, INC. (COLUMBUS OH)
NY
08/22/1994 - 12/20/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NY
07/18/1989 - 09/15/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NY
08/08/1994 - 08/19/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
IA
Issued 09/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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