Unclaimed
Matthew Vossler is a financial advisor with Blackrock Investment Management, LLC. Matthew Vossler has been in the industry for over 5 years. Matthew Vossler's professional experience includes positions at American Elm Distribution Partners, LLC, Harbour Capital Corporation, and John Hancock. Matthew Vossler specializes in providing portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Matthew Vossler holds a Series 7, Series 22, Series 63, and Series 66 license. Matthew Vossler is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
11/13/2024 - Present
Blackrock Investment Management, LLC (Boston MA)
NH
08/27/2018 - 02/12/2021
AMERICAN ELM DISTRIBUTION PARTNERS, LLC (PORTSMOUTH NH)
BOTH
Issued 06/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2018
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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