Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Brian Cohen is a registered investment advisor representative with Oppenheimer & Co. Inc. Matthew has been in the industry since December 1991 and is registered in 26 states and the District of Columbia. Prior to joining Oppenheimer & Co. Inc., Matthew worked at CITIGROUP GLOBAL MARKETS INC. and THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C.. Matthew holds Series 63, Series 65, Series 7, Series 9, Series 10, Series 24 and SIE licenses. Matthew specializes in providing investment advice and portfolio management for individuals, businesses, and pooled investment vehicles.
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
NY
05/17/2017 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
02/11/2008 - 02/27/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
11/27/1996 - 02/21/2008
THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. (MILLBURN NJ)
NJ
12/02/1991 - 12/06/1996
HALPERT AND COMPANY, INC. (MILLBURN NJ)
IA
Issued 08/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/09/1996
Series 24 - General Securities Principal Examination
BC
Issued 03/10/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1991
Series 7 - General Securities Representative 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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