Matthew Frankowski (CRD# 7352055) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Itasca, IL and has over 2 years of experience in the finance industry.
CRD# 6076403
Nuveen Asset Management, LLC
CRD# 1024799
Stifel, Nicolaus & Company, Incorporated
CRD# 5690890
Nuveen Asset Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Westlake, TX | Dec 2021 - Current | 2 |
E*trade Securities LLC | Chicago, IL | May 2021 - Dec 2021 | < 1 |
Parkway Bank | Harwood Heights, IL | Mar 2020 - May 2021 | 1 |
Parkway Bank | Harwood Heights, IL | Jan 2020 - Mar 2020 | < 1 |
Parkway Bank | Harwood Heights, IL | Jul 2019 - Jan 2020 | < 1 |
Belmont Bank And Trust | Chicago, IL | Jun 2019 - Jul 2019 | < 1 |
Parkway Bank | Park Ridge, IL | Aug 2017 - Jun 2019 | 1 |
Taco Burrito King | Chicago, IL | Mar 2017 - Aug 2017 | < 1 |
Full Time Student | Norridge, IL | Feb 2015 - Mar 2017 | 2 |
Roundy's Grocery Store | Harwood Heights, IL | Nov 2014 - Feb 2015 | < 1 |
Full Time Student (elementary School And Highschool) | Norridge, IL | Jul 2011 - Nov 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2021 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- IL
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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