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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 Thompson is a financial advisor registered with Morgan Stanley in Tinley Park, IL. Matthew Thompson is a highly experienced advisor with over 20 years of experience in the financial services industry. Matthew Thompson has experience with a variety of clients, including individuals, families, and businesses. Matthew Thompson is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Matthew Thompson is a graduate of the University of Illinois at Urbana-Champaign, where he received a degree in finance.
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
UT
10/02/2023 - Present
Morgan Stanley (Sandy UT)
NJ
03/18/2021 - 09/05/2023
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
IL
02/26/2007 - 12/15/2020
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IL
02/05/2008 - 09/30/2011
VISION INVESTMENT SERVICES, INC. (PARK RIDGE IL)
IL
07/25/2005 - 02/27/2007
MESIROW FINANCIAL, INC. (CHICAGO IL)
IL
11/30/2000 - 07/12/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MA
11/04/1998 - 12/31/1999
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
BOTH
Issued 03/23/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/14/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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