Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Anthony Cooney is a financial professional with over 10 years of experience in the industry. Matthew has worked at several firms including J.P. Morgan Securities LLC, Wunderlich Securities, Inc., FBR Capital Markets & Co., B. Riley & Co., LLC, and now D.A. Davidson & Co.. Matthew is a licensed Series 7, 24, 63, 79 and SIE representative and specializes in financial planning, portfolio management for individuals and businesses, as well as pension consulting.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
09/08/2017 - Present
D.a. Davidson & Co. (IRVINE CA)
CA
08/11/2017 - 10/02/2017
B. RILEY & CO., LLC (Newport Beach CA)
CA
07/10/2017 - 10/02/2017
FBR CAPITAL MARKETS & CO. (Newport Beach CA)
CA
03/20/2017 - 10/02/2017
WUNDERLICH SECURITIES, INC. (Newport Beach CA)
CA
09/10/2013 - 08/08/2016
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
BC
Issued 11/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Matthew Cooney is the right advisor for you? Invested Better is here to help.
