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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Brian Zamore is a financial professional who has been working in the industry since March 27, 2010. Matthew is currently registered as a representative of Morgan Stanley in New York, New Jersey, and Texas. Before joining Morgan Stanley, Matthew worked at Fusion Analytics Securities LLC and Westrock Advisors, Inc. Matthew has passed the Series 7, Series 31, Series 63, Series 65, and SIE exams. Matthew specializes in providing financial planning, pension consulting, educational seminars, and asset allocation advice to a range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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
NY
06/07/2011 - Present
Morgan Stanley (New York NY)
FL
07/22/2010 - 01/06/2011
FUSION ANALYTICS SECURITIES LLC (CORAL SPRINGS FL)
NY
10/23/2009 - 07/16/2010
WESTROCK ADVISORS, INC. (NEW YORK NY)
IA
Issued 08/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 10/21/2009
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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