Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Jorgensen is a financial advisor registered with Rockefeller Financial LLC, a firm based in New York, NY. Matthew has been in the financial services industry since 2019. He is a registered representative and investment advisor representative with the firm and has a Series 7TO, Series 63, and Series 65 license. Matthew has experience providing financial planning and portfolio management services to individuals, corporations and businesses, investment companies, pension and profit-sharing plans, and charitable organizations. Matthew is a member of the industry for over 4 years and holds active licenses in New York and Texas. He provides financial advice to clients in 15 different states, including Arizona, California, Connecticut, Florida, Georgia, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, and Texas.
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.
A percentage of the total value of assets under management is charged.
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2
NY
05/16/2023 - Present
Rockefeller Financial LLC (New York NY)
NY
03/29/2021 - 06/27/2022
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NY
08/28/2019 - 01/03/2020
MORGAN STANLEY (NEW YORK NY)
IA
Issued 03/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2019
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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