Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lorner is an investment advisor representative at Fisher Investments. Matthew has been in the industry since 2007 and has a strong background in providing financial planning and investment advice. Matthew has a wide range of experience working with individuals, families, trusts, corporations, and businesses. Matthew is licensed to provide investment advice in New York and Texas.
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.
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.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
01/11/2024 - Present
Fisher Investments (Bayville NY)
NY
07/13/2023 - 01/09/2024
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (MELVILLE NY)
NY
03/16/2023 - 07/12/2023
MORGAN STANLEY (Garden City NY)
NY
02/29/2016 - 07/12/2023
E*TRADE SECURITIES LLC (Garden City NY)
NY
07/11/2013 - 02/22/2016
J.P. MORGAN SECURITIES LLC (FARMINGDALE NY)
NY
06/05/2012 - 07/15/2013
CITIGROUP GLOBAL MARKETS INC. (GLEN HEAD NY)
NY
10/29/2008 - 06/05/2012
CAPITAL ONE INVESTMENT SERVICES LLC (MASSAPEQUA PARK NY)
NY
12/18/2007 - 10/28/2008
WAMU INVESTMENTS, INC. (COPIAGUE NY)
BOTH
Issued 02/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/02/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/20/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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