Unclaimed
Matthew Dillig is a financial advisor with Hightower Advisors, LLC, a registered investment advisor in Illinois. Matthew has been in the financial services industry since September 1998 and has experience working with individuals, corporations, and other entities. Previously, he was an advisor at Credit Suisse Securities (USA) LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew holds the Series 66, 7 and SIE licenses.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
08/20/2012 - Present
Hightower Advisors, LLC (CHICAGO IL)
IL
04/17/2008 - 09/10/2012
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
IL
09/10/1998 - 04/18/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
BOTH
Issued 10/07/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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