Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Currier is a Certified Financial Planner™ and an Investment Advisor Representative with Doyenne Wealth Advisors. Matthew has been in the industry since June 2015. He has a background in finance and worked at CIBC Bank USA in Birmingham, MI. Prior to that, Matthew worked at Michigan State University in East Lansing, MI. In 2019, Matthew began working at Private Vista in Chicago, IL, and then later at Hightower, also in Chicago, IL. Matthew is currently registered with the state of Illinois as an Investment Advisor Representative and holds the Series 65 license. Doyenne Wealth Advisors provides investment advisory services to individuals and high net worth individuals. They offer financial planning and portfolio management services, and have a client base of over 130 individuals with over $1.7 Billion in assets under management.
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.
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
10/25/2024 - Present
Doyenne Wealth Advisors (CHICAGO IL)
Active
Inactive
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