Unclaimed
Matthew Filpovich is a financial advisor with Lakeshore Securities, LP, located in Chicago, Illinois. Matthew has been in the industry since December 27, 2006. He has passed a series of exams including Series 7, Series 24, Series 57TO and the SIE. He is a registered representative with FINRA. Matthew has experience with Lakeshore Securities, LP.
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.
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.
1
2
IL
05/06/2011 - Present
Lakeshore Securities, LP (Chicago IL)
IL
09/20/2002 - 01/26/2007
LAKESHORE SECURITIES, L.P. (CHICAGO IL)
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
Not sure Matthew Filpovich is the right advisor for you? Invested Better is here to help.