Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McBride is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc.. Matthew has been working in the financial services industry for over ten years and has a strong track record of success. Matthew is committed to providing clients with personalized financial advice and helping them achieve their financial goals. Matthew holds the Series 7, 63 and 66 licenses. Matthew is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). Matthew is also a registered Investment Advisor Representative in New Jersey and Texas.
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
CA
02/16/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEWPORT BEACH CA)
NY
08/24/2021 - 10/18/2021
NYLIFE SECURITIES LLC (NEW YORK NY)
BOTH
Issued 01/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/24/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/07/2021
SIE - Securities Industry Essentials 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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