Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew A. Boynton has been a financial advisor for over 27 years, serving clients in a number of states. Matthew has been registered with UBS Financial Services Inc. since March 2005 and has previously worked for Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew holds Series 7, 31, and 63 licenses as well as a Series 65 license for investment advisory services. He is also a Certified Financial Planner. Matthew has a strong track record of helping clients reach their financial 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.
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.
See schedule d - miscellaneous
1
2
NJ
06/25/2009 - Present
UBS Financial Services Inc. (MT. LAUREL NJ)
NY
09/28/2001 - 04/11/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/14/1995 - 10/26/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 7/6/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/5/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/14/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 7/3/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
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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