Unclaimed
Matthew Mailman is a financial professional with over 8 years of experience in the industry. Matthew is currently registered with Foreside Fund Services, LLC in New York, NY. Prior to joining Foreside Fund Services, LLC, Matthew worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in PENNINGTON, NJ. Matthew holds the Series 66, Series 7 and SIE licenses and is registered in Delaware, District of Columbia, Hawaii, Maryland, New Jersey, New York and Virginia.
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.
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.
1
2
NY
08/10/2023 - Present
Foreside Fund Services, LLC (New York NY)
NJ
01/01/2015 - 07/14/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 02/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Mailman is the right advisor for you? Invested Better is here to help.