Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew D. Jackson is a registered representative with Oppenheimer & Co. Inc. located in Coral Gables, FL. Matthew has been in the industry since 2003 and has a broad range of experience in the financial services industry. Prior to joining Oppenheimer & Co. Inc. Matthew worked at MTS Securities, LLC, Natixis Securities Americas LLC, Deutsche Bank Securities Inc. and Evercore Group L.L.C. Matthew holds FINRA Series 7, 24, 63, 79, 86 and 87 securities licenses.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
10/06/2023 - Present
Oppenheimer & Co. Inc. (CORAL GABLES FL)
FL
11/05/2019 - 09/25/2023
MTS SECURITIES, LLC (Coconut Grove FL)
NY
07/18/2018 - 11/25/2019
NATIXIS SECURITIES AMERICAS LLC (NEW YORK NY)
NY
07/13/2017 - 05/15/2018
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
04/03/2014 - 06/13/2017
EVERCORE GROUP L.L.C. (NEW YORK NY)
NY
05/19/2008 - 04/03/2014
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
05/14/2003 - 06/14/2006
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 06/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/15/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 05/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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