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 Trivella is a financial advisor who has been in the industry since 2012. Matthew is currently registered with J.p. Morgan Securities LLC and has a Series 7, Series 24, Series 63, Series 79, and SIE license. Prior to joining J.p. Morgan Securities LLC, Matthew has worked at Lehman Brothers Inc. and SVB Alliant. Matthew is licensed to provide financial advice in 46 states.
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
MA
01/13/2014 - Present
J.p. Morgan Securities LLC (BOSTON MA)
CA
05/19/2008 - 11/04/2008
LEHMAN BROTHERS INC. (MENLO PARK CA)
CA
12/07/2005 - 10/12/2006
SVB ALLIANT (PALO ALTO CA)
BC
Issued 01/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 12/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Trivella is the right advisor for you? Invested Better is here to help.
