Unclaimed
Matthew Robert Ward is a financial advisor associated with Hightower Advisors, LLC. He is registered with the state of Illinois as a Registered Representative and an Investment Advisor Representative. Matthew has been in the industry since July 2019 and has taken the Series 7TO, SIE, and Series 66 exams. He has worked with a number of different financial companies in the past, including G Treasury, Sympony Clinical Research, and Illinois State University. Matthew is also a former employee of Hightower Securities LLC.
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
09/21/2021 - Present
Hightower Advisors, LLC (CHICAGO IL)
BOTH
Issued 09/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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