Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kirschbaum is a financial advisor with over 15 years of experience in the industry. Matthew is currently registered with J.P. Morgan Securities LLC. Prior to joining J.P. Morgan Securities LLC, Matthew was registered with UBS Financial Services Inc. Matthew holds multiple securities licenses and is qualified to provide investment advice in all 50 states and the District of Columbia. Matthew specializes in financial planning, pension consulting, and portfolio management. Matthew has a strong track record of success in helping clients achieve 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.
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
NY
03/06/2024 - Present
J.p. Morgan Securities LLC (Staten Island NY)
NY
07/01/2011 - 05/15/2023
UBS FINANCIAL SERVICES INC. (New York NY)
NY
03/26/2010 - 06/17/2011
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
NY
05/15/2008 - 03/26/2010
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 06/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/24/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2008
Series 7 - 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
Not sure Matthew Kirschbaum is the right advisor for you? Invested Better is here to help.
