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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthias? Claim Your ProfileMatthias Kuhlmey is an investment advisor representative with Hightower Advisors, LLC. Matthias is based in Chicago, IL and has been in the industry since 2002. Matthias has a diverse background in finance, with experience at UBS Financial Services Inc., UBS International Inc., and Julius Baer Securities Inc. Matthias holds Series 7, Series 63, Series 65 and SIE licenses. Matthias specializes in providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, corporations, and charitable organizations.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
05/11/2015 - Present
Hightower Advisors, LLC (CHICAGO IL)
NY
09/17/2008 - 11/19/2009
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
04/21/2005 - 11/11/2008
UBS INTERNATIONAL INC. (NEW YORK NY)
NY
02/21/2002 - 04/04/2005
JULIUS BAER SECURITIES INC. (NEW YORK NY)
IA
Issued 12/30/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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