Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Adam Klatsky has been active in the financial industry since July 26, 2002. He is currently registered as a Registered Representative with &Partners, a firm with a presence in Clayton, Missouri; Baltimore, Maryland; and Nashville, Tennessee. Klatsky has previously been employed by Morgan Stanley, Morgan Stanley & Co. Incorporated, and Knight Equity Markets, L.P. Matthew Adam Klatsky is a licensed and experienced financial professional with a broad range of knowledge in the securities industry, serving both individual and institutional clients. He holds the Series 7, 7TO, 31, 55, and 66 licenses, along with the SIE designation.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MO
10/18/2024 - Present
&partners (Clayton MO)
MD
06/01/2009 - 10/24/2012
MORGAN STANLEY (HUNT VALLEY MD)
MD
10/13/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HUNT VALLEY MD)
NJ
02/11/2002 - 04/29/2008
KNIGHT EQUITY MARKETS, L.P. (JERSEY CITY NJ)
BOTH
Issued 10/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 12/07/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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