Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Garrigan is a financial advisor with Wells Fargo Clearing Services, LLC, registered with the state of Illinois. Matthew has been in the industry since March 12, 2006, and holds a Series 3, 7, 66, and 72 license. Previously, Matthew worked with Robert W. Baird & Co. Incorporated, UBS Financial Services Inc., and Goldenberg, Hehmeyer & Co. Matthew specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
Investment consulting services to institutional clients
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
02/26/2021 - Present
Wells Fargo Clearing Services, LLC (DEERFIELD IL)
IL
08/31/2011 - 03/17/2021
ROBERT W. BAIRD & CO. INCORPORATED (WINNETKA IL)
IL
12/06/2007 - 10/06/2009
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IL
01/09/2006 - 07/25/2006
GOLDENBERG, HEHMEYER & CO. (CHICAGO IL)
IL
02/22/2005 - 07/11/2005
GOLDENBERG, HEHMEYER & CO. (CHICAGO IL)
IL
04/13/2004 - 02/22/2005
GELBER SECURITIES, LLC (CHICAGO IL)
BOTH
Issued 12/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2008
Series 3 - National Commodity Futures Examination
BC
Issued 12/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/12/2004
Series 72 - Government Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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