Unclaimed
Matthew McLaughlin is a financial advisor with Alliancebernstein LP, a firm with over $651 billion in assets under management. Matthew has been in the financial services industry for over 12 years. Matthew is registered to provide investment advice in several states including Florida, Illinois, and Texas. Matthew has a Series 7, Series 31, and Series 65 license and is registered as an Investment Advisor Representative (IAR) with Alliancebernstein LP.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
10/10/2023 - Present
Alliancebernstein LP (Chicago IL)
IL
08/19/2014 - 09/20/2017
BMO HARRIS FINANCIAL ADVISORS, INC. (BARRINGTON IL)
IL
03/22/2013 - 07/03/2014
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
08/03/2012 - 01/02/2013
BA SECURITIES, LLC (CHICAGO IL)
NY
11/11/2010 - 03/15/2012
GUGGENHEIM INVESTOR SERVICES, LLC (NEW YORK NY)
IA
Issued 01/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2018
Series 31 - Futures Managed Funds Examination
BC
Issued 11/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew McLaughlin is the right advisor for you? Invested Better is here to help.