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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 Logar is an investment advisor representative at Hightower Advisors, LLC. Matthew has been in the industry since 1994 and has a broad range of experience. Matthew is a CERTIFIED FINANCIAL PLANNER™ professional and has been registered with the state of Illinois since 2022. Matthew is also registered with the state of Ohio and Pennsylvania as an Investment Advisor Representative. Matthew holds a Series 63, Series 65, Series 7, and Series 8 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.
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.
Treasury management for corporate 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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
03/14/2022 - Present
Hightower Advisors, LLC (CHICAGO IL)
OH
02/09/2009 - 11/04/2009
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
07/29/2005 - 01/22/2007
JEFFERSON PILOT SECURITIES CORPORATION (CLEVELAND OH)
OH
12/09/2002 - 07/13/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
10/02/2000 - 12/21/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
OH
10/06/1998 - 12/21/2001
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
MI
03/14/1994 - 03/31/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 03/21/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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