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. Sandler is a financial advisor with over 20 years of experience. Matthew is currently registered with J.P. Morgan Securities LLC, where he has been employed since 2015. Previously, Matthew was employed by TIAA-CREF Individual & Institutional Services, LLC. Matthew is a Certified Financial Planner and holds Series 7, 65 and 66 licenses. Matthew provides financial planning, portfolio management, and investment advice for a wide range of clients including individuals, businesses, and institutions.
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
05/03/2021 - Present
J.p. Morgan Securities LLC (DEER PARK NY)
NY
04/04/2013 - 03/18/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (MELVILLE NY)
NY
10/12/2009 - 03/13/2013
MORGAN STANLEY (JERICHO NY)
NY
07/10/2006 - 10/30/2009
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
09/06/2005 - 01/31/2006
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
MN
06/26/2002 - 08/17/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/26/2002 - 08/17/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/05/2009
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2002
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
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