Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Stadler is a financial advisor with Embree Financial Group. Matthew has over 30 years of experience in the financial services industry. Matthew is registered to provide investment advisory services in Illinois. Matthew is also a Registered Representative of Embree Financial Group. Matthew has passed the Series 6, Series 7, Series 63 and Series 65 exams. Matthew is also registered to provide investment advisory services in Illinois. Matthew has worked with various firms, including LPL Financial Corporation, Waterstone Financial Group, SunAmerica Securities, Inc., Northwestern Mutual Investment Services, Inc., and Robert W. Baird & Co. Incorporated.
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.
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
02/24/2004 - Present
Embree Financial Group (CHICAGO IL)
IL
09/08/2009 - 12/31/2009
LPL FINANCIAL CORPORATION (GLENVIEW IL)
IL
01/02/2003 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (GLENVIEW IL)
AZ
01/06/1994 - 12/13/2002
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
WI
05/26/1989 - 03/24/1994
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
02/22/1990 - 02/16/1994
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 04/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Matthew Stadler is the right advisor for you? Invested Better is here to help.
