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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 Thomas Hickes is an investment advisor representative with Edelman Financial Engines. Matthew is a registered investment advisor representative in Illinois, Texas, and Virginia. Matthew has been in the financial services industry since August 2013. Prior to joining Edelman Financial Engines, Matthew worked at EF Legacy Securities, LLC and Sanders Morris Harris LLC. Matthew has a Series 63, 65, 7 and SIE. Matthew is licensed to provide financial planning services to individuals, businesses, and institutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
IL
11/01/2018 - Present
Edelman Financial Engines (OAKBROOK TERRACE IL)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (TYSONS CORNER VA)
VA
08/01/2013 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
BC
Issued 08/16/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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