Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Quinlan is a financial advisor with J.P. Morgan Securities LLC. Matthew is a Registered Representative in Connecticut and Texas. Matthew has been in the industry since February 8, 2013. Prior to joining J.P. Morgan, Matthew worked at UBS Financial Services Inc, Lazard Asset Management Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew holds Series 7, 31 and 66 securities licenses. Matthew also holds the Securities Industry Essentials Examination. Matthew specializes in providing investment advice and portfolio management services to individuals, high-net-worth individuals, corporations, businesses, charitable organizations, pension and profit-sharing plans, and insurance companies.
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
CT
11/15/2023 - Present
J.p. Morgan Securities LLC (Greenwich CT)
CT
04/13/2020 - 10/31/2023
UBS FINANCIAL SERVICES INC. (GREENWICH CT)
NY
01/06/2015 - 10/22/2019
LAZARD ASSET MANAGEMENT SECURITIES LLC (NEW YORK NY)
NY
08/03/2012 - 01/02/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 08/02/2012
Series 7 - General Securities Representative 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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