Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matt? Claim Your ProfileMatt Flaks is a financial professional with experience in the financial services industry. Matt is currently registered with J.p. Morgan Securities LLC. Matt has been in the industry since March 24, 2024. Prior to joining J.p. Morgan Securities LLC, Matt was registered with Northwestern Mutual Investment Services, LLC. Matt holds licenses for Series 66, SIE, and Series 7TO exams. Matt is registered to provide securities and advisory services in all 50 states as well as Puerto Rico and the Virgin Islands.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MA
06/27/2024 - Present
J.p. Morgan Securities LLC (BOSTON MA)
FL
01/16/2024 - 04/11/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FT LAUDERDALE FL)
BOTH
Issued 02/21/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2024
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2023
Series 7TO - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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