Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Sorisho is a financial advisor with Concurrent Investment Advisors, LLC, a firm with offices in Chicago, Illinois and Tampa, Florida. Matthew is registered with the state of Illinois and Michigan and has been in the industry since June 2018. Matthew specializes in retirement planning, financial planning, pension consulting, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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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IL
12/12/2023 - Present
Concurrent Investment Advisors, LLC (Chicago IL)
IL
04/17/2023 - 04/08/2024
PURSHE KAPLAN STERLING INVESTMENTS (Chicago IL)
IL
07/31/2020 - 04/25/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHICAGO IL)
BOTH
Issued 01/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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