Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Copland is an investment advisor representative at Equitable Advisors, LLC, based in New York, NY. Matthew has been in the securities industry since August 2021. Matthew holds Series 7TO, SIE, and Series 66 securities licenses. Matthew is registered with FINRA and is also registered to offer investment advisory services in 24 states.
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.
A percentage of the total value of assets under management is charged.
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NY
09/06/2024 - Present
Equitable Advisors, LLC (NEW YORK NY)
BOTH
Issued 10/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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