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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Maguire is a financial advisor registered with Morgan Stanley. Matthew has been working in the financial industry since August 25, 2015 and has a strong track record of helping clients achieve their financial goals. Matthew holds the Series 7, Series 66 and SIE licenses and is registered in 53 states and 2 states as an Investment Advisor Representative. Matthew specializes in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Matthew's areas of expertise include investment management, retirement planning, and estate planning. Matthew is committed to providing his clients with personalized service and tailored advice. Matthew's previous employer was Nuveen Securities, LLC.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
12/21/2023 - Present
Morgan Stanley (Chicago IL)
IL
12/17/2014 - 04/11/2023
NUVEEN SECURITIES, LLC (CHICAGO IL)
BOTH
Issued 03/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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