Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Trapp is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Matthew has been in the industry since 2007. Matthew has been registered with Merrill Lynch since 2021 and previously worked at Cirrus Research, LLC.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
TX
09/14/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AUSTIN TX)
NY
03/14/2019 - 07/22/2021
CIRRUS RESEARCH, LLC (NEW YORK NY)
NY
08/22/2007 - 10/16/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/24/2006 - 06/26/2007
PRUDENTIAL EQUITY GROUP, LLC (NEW YORK NY)
IA
Issued 09/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2006
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 04/13/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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