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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 Halkyard is an investment advisor representative with Curi RMB Capital, LLC. Matthew has been in the industry since 2001 and has a Series 7, Series 63, and Series 7TO license. Prior to joining Curi RMB Capital, LLC, Matthew worked at Credit Suisse First Boston LLC and HVA Brokerage Services LLC. Matthew specializes in a variety of investment areas, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
1
2
IL
07/05/2017 - Present
Curi RMB Capital, LLC (CHICAGO IL)
NY
03/14/2002 - 09/12/2005
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
IL
11/21/2001 - 02/20/2002
HVA BROKERAGE SERVICES LLC (CHICAGO IL)
BC
Issued 02/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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