Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Case is a financial advisor who has been working in the industry since 2011. Matthew is currently registered with TIAA-CREF Individual & Institutional Services, LLC in Rochester, NY. Matthew has previously worked with J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., and MANNING & NAPIER INVESTOR SERVICES, INC.. Matthew is licensed to provide financial advice in 18 states. Matthew holds the Series 6, 7, 63 and 66 securities licenses, as well as the SIE. Matthew is also a member of the Honeoye Falls Conservation Board and the Genesee Valley Conservancy. Matthew specializes in providing financial advice to individuals and high-net-worth individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
NY
05/25/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (ROCHESTER NY)
NY
10/01/2012 - 01/07/2014
J.P. MORGAN SECURITIES LLC (EAST ROCHESTER NY)
NY
06/19/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ROCHESTER NY)
NY
06/10/2011 - 04/02/2012
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
BOTH
Issued 11/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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