Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kilmer is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Matthew has been in the industry since December 1998 and is licensed in 52 states and the District of Columbia. Matthew holds Series 7, 9, 10 and 66 securities licenses as well as the SIE. Matthew also has 2 active registrations in New York and Texas. In addition to Matthew's work with Merrill Lynch, Pierce, Fenner & Smith Inc., Matthew is a limited partner in MALITA Real Estate holdings.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
06/05/2001 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PITTSFORD NY)
BOTH
Issued 02/12/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/01/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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