Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Jaskolka is an investment advisor representative at Oppenheimer & Co. Inc. located in Virginia Beach, VA. Matthew has been working in the financial industry for over 10 years and has experience in various sectors. Matthew is registered with the Securities and Exchange Commission (SEC) and the state of Virginia. Matthew holds the Series 7, Series 63, Series 65, and SIE licenses and is also licensed in multiple other states. Matthew's firm is a full-service brokerage firm that provides a wide range of financial services including investment management, financial planning, and retirement planning.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
VA
01/10/2024 - Present
Oppenheimer & Co. Inc. (VIRGINIA BEACH VA)
VA
06/29/2020 - 06/11/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Harrisonburg VA)
BC
Issued 03/19/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/24/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/29/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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