Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Gall is a financial advisor with over 27 years of experience in the financial services industry. Matthew has a strong track record of providing comprehensive financial planning and investment management services to a wide range of clients, including individuals, families, and businesses. Matthew has been registered with Osaic Wealth, Inc. since October 2023. Prior to that, Matthew was a financial advisor with Raymond James & Associates, Inc. and Wells Fargo Advisors LLC. Matthew is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
IL
10/26/2023 - Present
Osaic Wealth, Inc. (OAKBROOK TERRACE IL)
IL
10/16/2015 - 11/01/2023
RAYMOND JAMES & ASSOCIATES, INC. (CHICAGO IL)
IL
01/01/2008 - 10/22/2015
WELLS FARGO ADVISORS, LLC (CHICAGO IL)
IL
06/09/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHICAGO IL)
NY
09/15/2000 - 06/18/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/09/1996 - 09/20/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/1/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/8/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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