Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Curley is a financial advisor at Excelsior Wealth Management LLC. Matthew has over 30 years of experience in the financial industry. Matthew is a Series 7, 9, 10, 24, 31, 63, and 65 licensed professional and has worked at several firms, including ROBERT W. BAIRD & CO. INCORPORATED and CITIGROUP GLOBAL MARKETS INC. Matthew specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Matthew also provides investment advice and purchases securities for individual investors. Matthew is dedicated to helping clients reach 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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
09/28/2023 - Present
Excelsior Wealth Management LLC (CHICAGO IL)
IL
12/16/2005 - 05/06/2023
ROBERT W. BAIRD & CO. INCORPORATED (CHICAGO IL)
IL
07/31/1993 - 12/19/2005
CITIGROUP GLOBAL MARKETS INC. (DEERFIELD IL)
NY
07/27/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
WI
03/20/1990 - 07/29/1992
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 04/23/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2013
Series 24 - General Securities Principal Examination
BC
Issued 02/06/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/30/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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