Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Furlong is a financial advisor with over 20 years of experience in the industry. Matthew is registered with the state of Illinois as an Investment Advisor Representative and has held positions at several firms, including G1 Execution Services, LLC, MPAC Capital Partners, L.P., Fahnestock & Co., Inc. and GVR Company. He currently serves as a registered representative at Furlong Investment Solutions, 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
IL
01/04/2016 - Present
Furlong Investment Solutions, LLC (CHICAGO IL)
IL
02/12/2003 - 12/03/2014
G1 EXECUTION SERVICES, LLC (CHICAGO IL)
CA
03/04/1997 - 09/20/2002
MPAC CAPITAL PARTNERS, L.P. (SAUSALITO CA)
NY
02/01/1995 - 02/24/1997
FAHNESTOCK & CO., INC. (NEW YORK NY)
IL
10/11/1993 - 02/15/1995
GVR COMPANY (CHICAGO IL)
IL
08/22/1989 - 03/11/1993
LASHCO, INC. (CHICAGO IL)
IA
Issued 09/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/1997
Series 24 - General Securities Principal Examination
BC
Issued 12/03/2014
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Matthew Furlong is the right advisor for you? Invested Better is here to help.
