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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Robinson is a financial advisor at Janney Montgomery Scott LLC, a firm with over $85 billion in assets under management. Matthew has been in the financial services industry since 2007 and has a broad range of experience in providing investment advice to individuals, businesses, and institutions. He is licensed to provide investment advice in multiple states including Virginia, Texas, Maryland, Florida, North Carolina, South Carolina, Missouri, Pennsylvania, West Virginia and Tennessee. Matthew is committed to helping clients achieve their financial goals. He provides a wide range of financial planning services including retirement planning, college savings, estate planning, and tax planning.
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.
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.
Fee plus commission
1
2
VA
03/15/2024 - Present
Janney Montgomery Scott LLC (Harrisonburg VA)
VA
08/22/2014 - 03/06/2024
OSAIC INSTITUTIONS, INC. (HARRISONBURG VA)
VA
09/10/2007 - 08/22/2014
MWA FINANCIAL SERVICES INC. (Harrisonburg VA)
VA
07/17/2006 - 03/31/2007
AIG FINANCIAL ADVISORS, INC. (RICHMOND VA)
IA
Issued 04/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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