Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lichtenstein is an investment advisor representative registered with Morgan Stanley. Matthew has been working in the financial services industry since January 30, 2011. Matthew has a Series 66 license issued by the State of Georgia, a Series 7 license issued by the Securities Industry Essentials Examination and the General Securities Representative Examination. In addition to being registered in Georgia, Matthew is also registered in Texas and other states. Matthew has been associated with Morgan Stanley since September 2013.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
GA
03/19/2020 - Present
Morgan Stanley (Atlanta GA)
NC
04/23/2012 - 09/10/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DURHAM NC)
NC
10/19/2010 - 02/29/2012
AXA ADVISORS, LLC (RESEARCH TRIANGLE PARK NC)
BOTH
Issued 02/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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