Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Adler is a registered representative with Ashton Thomas Securities, LLC in Endicott, NY. Matthew has been in the financial services industry for over 40 years. He has experience with investment products including equities, fixed income, and mutual funds. Matthew holds a Series 7, 6, 63, 66, and 24 licenses and is registered in multiple states across the country. He is also a registered investment advisor. Matthew is committed to providing personalized financial advice to his clients. He focuses on helping individuals with financial planning, retirement planning, and portfolio management. He works with clients to develop customized financial plans to help them achieve their financial goals.
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.
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.
1
2
NY
08/21/2021 - Present
Ashton Thomas Securities, LLC (ENDICOTT NY)
NY
09/07/1984 - 09/18/2009
CHEEVERS, HAND & ANGELINE, INC. (ENDICOTT NY)
NA
03/29/1982 - 12/28/1983
JOHN HANCOCK DISTRIBUTORS, INC.
BOTH
Issued 09/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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