Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McKee is a financial advisor at Morgan Stanley. Matthew has been in the industry since 2014. Matthew is registered with the state of New York as a broker and an investment advisor. Matthew has Series 63, 66, and 7 licenses, in addition to the SIE license. UBS Financial Services Inc. was Matthew's previous employer. Matthew's services include financial planning, pension consulting, and portfolio management. Matthew serves individuals, businesses, investment companies, and charitable organizations.
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
03/05/2020 - Present
Morgan Stanley (New York NY)
NY
10/26/2017 - 01/21/2020
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
RI
08/04/2014 - 08/28/2017
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 03/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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