Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Douglas Gensler is an investment advisor representative with Meld Financial, Inc. located in Suffern, NY. Matthew has been in the industry since 1985 and has held various positions at firms such as Coastal Equities, Inc., Raymond James Financial Services, Inc., A. R. Schmeidler & Co., Inc., and Andersen Corporate Finance LLC. Matthew has a Series 65 and Series 63 license, as well as a Series 24 license. Matthew provides a variety of advisory services to his clients, including financial planning, pension consulting, and portfolio management. He also offers educational seminars and social security and Medicare consulting.
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.
Social security and medicare consulting, individual consulting and financial wellness educational programs
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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2
NY
12/10/2021 - Present
Meld Financial, Inc. (Suffern NY)
DE
05/08/2012 - 11/03/2015
COASTAL EQUITIES, INC. (WILMINGTON DE)
NY
05/20/2003 - 06/11/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
06/03/2002 - 05/30/2003
A. R. SCHMEIDLER & CO., INC. (NEW YORK NY)
TX
05/24/2001 - 03/26/2002
ANDERSEN CORPORATE FINANCE LLC (HOUSTON TX)
NJ
03/14/1995 - 01/22/1997
HILL THOMPSON MAGID & CO INC (JERSEY CITY NJ)
NY
03/24/1993 - 01/05/1994
SAMUEL MONTAGU, INC. (NEW YORK NY)
NA
06/07/1985 - 05/14/1991
WARDLEY INCORPORATED
IA
Issued 09/04/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/1985
Series 24 - General Securities Principal Examination
BC
Issued 11/03/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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