Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matt? Claim Your ProfileMatt Shore is a financial advisor with Morgan Stanley. Matt has over 20 years of experience in the financial services industry. Matt holds Series 7, 9, 10, 63 and 66 licenses. Matt has provided financial advice to a variety of clients, including individuals, families, businesses, and institutions. Matt has also worked with clients in a variety of locations, including Orlando and Tampa, Florida. Matt is committed to providing his clients with personalized financial advice to help them reach their goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
FL
04/23/2020 - Present
Morgan Stanley (Tampa FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ORLANDO FL)
FL
04/22/2004 - 04/02/2007
MORGAN STANLEY DW INC. (ORLANDO FL)
FL
02/12/2003 - 04/30/2004
DELTA FIRST FINANCIAL, INC. (ALTAMONTE SPRINGS FL)
FL
10/24/2002 - 02/12/2003
EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)
NY
11/01/2000 - 07/02/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
10/23/2000 - 11/01/2000
MORGAN STANLEY DEAN WITTER ONLINE INC. (SAN FRANCISCO CA)
BOTH
Issued 12/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/15/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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