Unclaimed
Matthew Domenick Degennaro is a financial advisor with J.P. Morgan Securities LLC in San Francisco, CA. Matthew has a strong background in the financial services industry and is licensed to provide investment advice in California and New York. He holds several industry certifications, including the Series 3, 7, 63, and 99TO. He is also a Series 63 and 99TO licensed professional. He is specialized in working with high-net-worth individuals, corporations, insurance companies, and charitable organizations. Matthew provides a range of services, including financial planning, portfolio management, and pension consulting. He is committed to providing personalized advice and helping clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
11/23/2022 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
BC
Issued 04/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/13/2023
Series 3 - National Commodity Futures Examination
BC
Issued 11/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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