Commonwealth Financial Network
About this Advisor
Curtis Matlin is a chartered financial consultant working out of Winthrop Harbor, Illinois, who has been in the industry for 30 years. Matlin is an employee of Commonwealth Financial Network. Over the course of their career, they have held roles at Metlife Securities Inc, Commonwealth Financial Network, The New England, New England Sec. Corp and New England Securities. Matlin maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois. Commonwealth Financial Network is a company operating out of Winthrop Harbor, Illinois. It has offices in 1,090 locations and a total of 3,400 people on staff. It manages $111 billion in assets under management among its 436,517 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 277 charitable organizations. Of its 436,517 accounts, just 4% are held by high-net-worth clients who have more than $1 million in investable assets. The business provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees usually depend on which services are offered. Fee types charged by Commonwealth Financial Network likely include any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Commonwealth Financial Network Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Curtis Matlin Work History
Curtis has 30 years of experience.
Commonwealth Financial Network
Metlife Securities Inc
New England Sec. Corp
New England Securities
The New England
Curtis Matlin has no disclosures.
Please visit their SEC profile for more details.
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