Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Charles Elkin is a financial advisor who has been working in the financial industry since December 1998. He is currently registered with Ameriprise Financial Services, LLC, in Bedford, NH. Matthew has also worked for Morgan Stanley and Morgan Stanley DW Inc. Matthew holds Series 63, 65, 7, 31, and SIE licenses. Matthew offers a wide range of financial planning services to individuals, businesses, and institutions. These include asset allocation, financial planning, portfolio management, and educational seminars. He is committed to providing his clients with personalized service and guidance 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.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
1
2
NH
03/21/2018 - Present
Ameriprise Financial Services, LLC (BEDFORD NH)
MA
06/01/2009 - 10/25/2012
MORGAN STANLEY (MIDDLETON MA)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MIDDLETON MA)
MA
12/16/1998 - 04/02/2007
MORGAN STANLEY DW INC. (DANVERS MA)
IA
Issued 03/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 12/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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