Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mathew? Claim Your ProfileMathew Christopher Valentine is an investment advisor representative with Oppenheimer & Co. Inc. Mathew has been in the financial services industry since 2009 and is currently registered with Oppenheimer & Co. Inc. in Florida and Texas. Mathew has a diverse background in the financial services industry, including previous roles with J.P. Morgan Securities LLC and Chase Investment Services Corp.. Mathew is a dedicated professional who is committed to helping his clients achieve their financial goals. Mathew has a strong understanding of the financial markets and is committed to providing his clients with personalized investment advice. Mathew holds Series 7, Series 6, Series 63 and Series 65 licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
02/08/2017 - Present
Oppenheimer & Co. Inc. (BOCA RATON FL)
FL
10/01/2012 - 07/08/2015
J.P. MORGAN SECURITIES LLC (DELRAY BEACH FL)
FL
07/01/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DELRAY BEACH FL)
FL
10/08/2008 - 01/30/2009
NEW ENGLAND SECURITIES (BOCA RATON FL)
IA
Issued 10/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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