Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Eldon Frechette is a financial advisor with over 20 years of experience in the industry. Matthew is currently registered with Morgan Stanley in New York and Texas. He is also registered as an Investment Advisor Representative in New York and Texas. Prior to his current role, Matthew was employed by Citigroup Global Markets Inc. and Morgan Stanley DW Inc. Matthew holds multiple licenses including Series 7, Series 31, Series 63 and Series 65. He also holds the SIE exam. Matthew has a history of serving a variety of clients including high-net-worth individuals, insurance companies, investment companies, and charitable organizations. Matthew’s specializations include various aspects of financial planning and portfolio management.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/15/2020 - Present
Morgan Stanley (Syracuse NY)
NY
04/17/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SYRACUSE NY)
NY
01/02/2000 - 04/17/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 08/05/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Matthew Frechette is the right advisor for you? Invested Better is here to help.
