Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Blume is a registered representative with William Blair, a firm based in Chicago. Matthew is active in both the broker-dealer and investment advisor fields. They have been in the industry since April 2008. Matthew's experience includes previous roles with Hightower Securities, LLC and Lincoln Financial Advisors Corporation. They have a strong background in financial planning, portfolio management, and equity research services. Matthew holds the Series 4, Series 7, Series 24, and Series 66 licenses, as well as the Series 99TO and SIE exams. They are registered in Illinois and Indiana.
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.
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.
Equity research services
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.
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2
IL
11/05/2014 - Present
William Blair (CHICAGO IL)
IL
04/01/2009 - 11/06/2014
HIGHTOWER SECURITIES, LLC (CHICAGO IL)
IN
06/21/2006 - 05/30/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/21/2006 - 04/11/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 09/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2010
Series 4 - Registered Options Principal Examination
BC
Issued 01/15/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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