Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Cooper is a financial advisor with Rockefeller Financial LLC. Matthew has been in the financial services industry for over 9 years. Matthew has registrations as an Investment Advisor Representative in Illinois and Texas.
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.
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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IL
12/06/2022 - Present
Rockefeller Financial LLC (Chicago IL)
IL
08/16/2021 - 09/02/2022
TRUIST SECURITIES, INC. (Chicago IL)
IA
Issued 12/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/14/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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