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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Benjamin Jaskolka is a financial advisor with Oppenheimer & Co. Inc., an investment firm with over $1 billion in assets under management. Matthew has a background in business and finance, working in various industries before joining Oppenheimer & Co. Inc. Prior to joining Oppenheimer & Co. Inc., Matthew was a financial advisor with Northwestern Mutual Investment Services, LLC. Matthew is registered with the state of Virginia as an investment advisor representative and also holds Series 63, 65, and 7TO licenses. Matthew specializes in financial planning, portfolio management, 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.
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.
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.
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VA
01/10/2024 - Present
Oppenheimer & Co. Inc. (VIRGINIA BEACH VA)
VA
06/29/2020 - 06/11/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Harrisonburg VA)
BC
Issued 3/19/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 9/24/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 6/29/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 1/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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