Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Robert Nall is a financial professional with over 28 years of experience in the industry. Matthew is registered as an Investment Advisor Representative with Lasalle St. Investment Advisors, LLC. Matthew has experience working with a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Matthew has obtained licenses for the following: Series 6, 7, 24, 26, 63, and 65. Matthew is also licensed in 11 states, including Indiana, California, Florida, Georgia, Illinois, Kentucky, North Carolina, Ohio, Texas, and Wisconsin. Matthew has a strong understanding of the financial markets and has a proven track record of success in helping clients achieve their financial goals. Matthew has worked with Lasalle St. Investment Advisors since 2005. Previously, Matthew was employed by Linsco/Private Ledger Corp and Fortis Investors, Inc.
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.
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
IN
07/15/2015 - Present
Lasalle ST. Investment Advisors, LLC (INDIANAPOLIS IN)
SC
08/10/1998 - 04/15/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
08/15/1994 - 09/02/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 08/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2003
Series 24 - General Securities Principal Examination
BC
Issued 11/21/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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