Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Alatorre is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Matthew is based in Cincinnati, Ohio, and has been in the industry since 2011. Matthew has a broad range of experience in the financial services industry, having worked for several other firms prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc. including Fifth Third Securities, Inc., Fidelity Brokerage Services LLC, and Northwestern Mutual Investment Services, LLC. Matthew is registered to offer securities in California, Florida, Georgia, Indiana, Kentucky, Nebraska, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, and Washington. Matthew holds the Series 63, Series 65, Series 7, and SIE licenses. Matthew is a board member of the Fairfield YMCA and a member of the Investment Committee for the Greater Miami Valley YMCA.
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
OH
11/28/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CINCINNATI OH)
OH
08/11/2016 - 09/13/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WEST CHESTER OH)
OH
08/25/2015 - 08/09/2016
FIFTH THIRD SECURITIES, INC. (FAIRFIELD OH)
OH
08/26/2011 - 04/01/2015
FIDELITY BROKERAGE SERVICES LLC (CINCINNATI OH)
IA
Issued 11/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Matthew Alatorre is the right advisor for you? Invested Better is here to help.
