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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 James Barbera is an Investment Advisor Representative associated with Onedigital Investment Advisors. Matthew has been in the industry for over 20 years and holds Series 7, 63, 65, and 66 licenses. Matthew has held previous roles with Royal Alliance Associates, Inc., LPL Financial LLC, NFP Advisor Services, LLC, G & W Equity Sales, Inc., TIAA-CREF Individual & Institutional Services, LLC, OneAmerica Securities, Inc., American United Life Insurance Company, CIGNA Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Smith Barney Inc., Lehman Brothers Inc., Oppenheimer & Co., Inc., and Chatfield Dean & Co., Inc.. Matthew is licensed to provide Investment Advisory services in Illinois.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
08/03/2020 - Present
Onedigital Investment Advisors (Downers Grove IL)
IL
03/24/2017 - 08/04/2020
ROYAL ALLIANCE ASSOCIATES, INC. (DOWNERS GROVE IL)
IL
04/21/2016 - 04/12/2017
LPL FINANCIAL LLC (LISLE IL)
IN
02/19/2013 - 02/26/2016
NFP ADVISOR SERVICES, LLC (Carmel IN)
IN
09/11/2008 - 01/17/2013
G & W EQUITY SALES, INC. (INDIANAPOLIS IN)
IL
02/25/2002 - 09/05/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHICAGO IL)
IN
01/13/1999 - 01/17/2002
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
01/13/1999 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
CT
03/20/1998 - 12/09/1998
CIGNA FINANCIAL SERVICES, INC. (HARTFORD CT)
NY
01/25/1995 - 04/23/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 01/31/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
02/24/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
08/20/1992 - 12/23/1992
OPPENHEIMER & CO., INC. (NEW YORK NY)
CO
07/17/1992 - 08/05/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 01/03/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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