Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kooperman is a financial advisor currently registered with Equitable Advisors, LLC, located in Deerfield, IL. Matthew has been in the financial services industry since January 1, 2012. Matthew's previous employers include Ameriprise Financial Services, LLC, Pruco Securities, LLC, Edward Jones, and Morgan Stanley. Matthew has licenses in the following states: Arizona, Arkansas, California, Colorado, Florida, Illinois, Indiana, Iowa, Nevada, New York, Vermont, Washington, and Wisconsin.
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.
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
06/06/2023 - Present
Equitable Advisors, LLC (DEERFIELD IL)
IL
10/21/2019 - 06/08/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Chicago IL)
IL
07/08/2019 - 08/14/2019
PRUCO SECURITIES, LLC. (ROSEMONT IL)
IL
03/08/2013 - 07/10/2019
EDWARD JONES (CHICAGO IL)
IL
10/27/2011 - 04/01/2013
MORGAN STANLEY (OAK BROOK IL)
BOTH
Issued 11/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 10/26/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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