Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Alfonso Constancio is a financial advisor with J.p. Morgan Securities LLC. Matthew has been in the financial services industry since 1989 and has a broad range of experience in providing financial advice and investment management services. Matthew holds Series 6, 7, 9, 10, 63, and 66 licenses. Matthew is registered with FINRA and with state regulators. Matthew also has the designation of a Chartered Financial Analyst.
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
OH
09/11/2019 - Present
J.p. Morgan Securities LLC (Columbus OH)
ME
12/04/1996 - 09/10/1998
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
CA
09/21/1995 - 11/19/1996
PAYDEN & RYGEL DISTRIBUTORS (LOS ANGELES CA)
CA
08/16/1990 - 03/07/1995
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
MN
09/12/1989 - 05/17/1990
AMEV INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 04/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/07/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/19/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1989
Series 6 - Investment Company Products/Variable Contracts 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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