Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Brothers is a registered investment advisor representative at Key Investment Services LLC, based in Denver, Colorado. Matthew has been in the industry since 2023 and holds the Series 63, Series 6TO and SIE licenses. Matthew's current firm is Key Investment Services LLC, but previously worked at J.P. MORGAN SECURITIES LLC. Matthew specializes in providing financial planning and portfolio management services to individuals, corporations, and pension and profit sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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CO
05/20/2024 - Present
KEY Investment Services LLC (Denver CO)
CT
01/20/2023 - 05/03/2024
J.P. MORGAN SECURITIES LLC (East Hartford CT)
BC
Issued 02/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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