Unclaimed
Matthew Fuhrman is a financial advisor with LaSalle St. Investment Advisors, LLC. Matthew has been working in the financial services industry since 2015 and is registered as a Registered Representative with FINRA and as an Investment Advisor Representative in 18 states. Matthew is also a Certified Financial Planner. LaSalle St. Investment Advisors, LLC offers financial planning, portfolio management for individuals and pension consulting services.
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
IL
01/05/2024 - Present
Lasalle ST. Investment Advisors, LLC (ELMHURST IL)
IL
08/23/2016 - 10/06/2022
FIDELITY BROKERAGE SERVICES LLC (ORLAND PARK IL)
MI
04/14/2015 - 12/23/2015
CFD INVESTMENTS, INC. (Shelby Township MI)
BOTH
Issued 06/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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