Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Horne is a financial professional with over 23 years of experience in the financial services industry. Matthew is a registered representative of J.P. Morgan Securities LLC and is also a Certified Financial Planner. Matthew has held previous roles with Chase Investment Services Corp., WAMU Investments, Inc., TD Waterhouse Investor Services, Inc., and Phillips & Company Securities Inc. Matthew's current registration is with J.P. Morgan Securities LLC. Matthew Horne specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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
OR
10/01/2012 - Present
J.p. Morgan Securities LLC (SHERWOOD OR)
OR
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WOODBURN OR)
OR
03/19/2003 - 05/02/2009
WAMU INVESTMENTS, INC. (MOLALLA OR)
NE
01/10/2003 - 03/24/2003
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
OR
07/16/1999 - 09/16/2002
PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)
BC
Issued 07/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1999
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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