Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Metzger is a financial advisor with over 10 years of experience in the industry. Matthew is a registered representative with Morgan Stanley. Matthew has offices in Pittsburgh, PA and provides a variety of services including financial planning, asset allocation advice, portfolio management for individuals, businesses and investment companies. Matthew is licensed to provide investment advice in 44 states and the District of Columbia. Matthew is a registered representative with FINRA and has passed multiple industry exams, including the Series 7, Series 10, Series 9 and SIE exams.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
PA
08/08/2014 - Present
Morgan Stanley (Pittsburgh PA)
BOTH
Issued 07/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/03/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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