Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Bules is a financial advisor with J.p. Morgan Institutional Investments Inc., a firm with a broad reach across the United States. Matthew has a wide range of experience in the industry, having worked for several different firms, including Key Investment Services LLC. He is a licensed securities professional with a strong understanding of the investment landscape. Matthew is committed to providing his clients with the best possible service and guiding them to 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.
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.
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2
IL
02/23/2024 - Present
J.p. Morgan Institutional Investments Inc. (CHICAGO IL)
OH
04/14/2023 - 02/02/2024
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
OH
10/27/2021 - 02/02/2023
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
OH
08/10/2019 - 09/03/2021
KEY INVESTMENT SERVICES LLC (DUBLIN OH)
BC
Issued 03/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/10/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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