Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Michael Matty is an investment advisor representative for Vanguard Advisers, Inc., a firm with a main office in Malvern, Pennsylvania. Jonathan Michael Matty has been in the industry for over 2 years, and is registered with 53 states and 2 states for investment advisory services. Jonathan Michael Matty has passed the Series 7TO, SIE and Series 66 exams. Jonathan Michael Matty's current registrations include Pennsylvania 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.
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.
1
2
PA
08/15/2023 - Present
Vanguard Advisers, Inc. (MALVERN PA)
BOTH
Issued 08/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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