Unclaimed
Matthew Schilling is a registered representative and investment advisor representative with Northern Trust Securities, Inc.. Matthew has been in the securities industry for over 7 years. Matthew has a strong track record of success in providing investment advice to individuals, businesses, and institutional clients. Matthew is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their specific needs and goals. Matthew holds a Series 3, 7, 34, and 66 license.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
05/21/2024 - Present
Northern Trust Securities, Inc. (Chicago IL)
IL
03/13/2023 - 04/09/2024
MORGAN STANLEY (Chicago IL)
IL
10/15/2021 - 09/05/2023
E*TRADE SECURITIES LLC (CHICAGO IL)
IL
05/16/2017 - 09/28/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
IL
11/03/2016 - 05/03/2017
TD AMERITRADE, INC. (CHICAGO IL)
BOTH
Issued 06/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/14/2010
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 09/08/2010
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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