Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Wilson is a financial advisor with over 10 years of experience in the industry. Matthew is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in both Kentucky and Texas. Prior to joining Merrill Lynch, Matthew worked at J.P. MORGAN SECURITIES LLC and MORGAN STANLEY SMITH BARNEY. Matthew specializes in providing financial advice to individuals, corporations, and charitable organizations. Matthew has a strong background in portfolio management, investment planning, and retirement planning.
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
KY
07/16/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LOUISVILLE KY)
KY
09/01/2016 - 10/03/2019
J.P. MORGAN SECURITIES LLC (LOUISVILLE KY)
KY
06/26/2013 - 09/08/2016
MORGAN STANLEY (LOUISVILLE KY)
KY
01/27/2010 - 11/18/2010
MORGAN STANLEY SMITH BARNEY (LOUISVILLE KY)
BC
Issued 07/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2013
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
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