Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Borden Wolcott is a financial advisor with over 19 years of experience in the financial services industry. Matthew has a strong background in providing investment advice and financial planning services to a diverse range of clients, including high-net-worth individuals, corporations, and charitable organizations. Matthew is currently registered with Hennion & Walsh Asset Management, Inc., and previously held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Advest, Inc., and Citigroup Global Markets Inc.. Matthew holds a Series 7, Series 24, Series 63, and Series 66 licenses, and is a dedicated professional who is committed to providing his clients with the highest level of service and expertise.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
09/26/2019 - Present
Hennion & Walsh Asset Management, Inc. (PARSIPPANY NJ)
NY
03/08/2006 - 04/08/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
05/18/2009 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CT
06/05/2003 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
NY
10/25/2000 - 06/12/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 07/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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