Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew G. Wilson is a financial advisor with over 20 years of experience in the industry. Matthew Wilson is currently registered with J.P. Morgan Securities LLC. Prior to joining J.P. Morgan Securities LLC, Matthew Wilson was registered with E*TRADE Securities LLC, ETC Brokerage Services, LLC, ScotTrade, Inc., TD Ameritrade, Inc., and Charles Schwab & Co., Inc. Matthew Wilson offers a variety of financial services, including financial planning, portfolio management, pension consulting, and selection of other advisers.
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
FL
09/18/2023 - Present
J.p. Morgan Securities LLC (Bradenton FL)
NJ
08/21/2020 - 07/23/2021
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NJ
05/18/2018 - 11/05/2019
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
TX
12/23/2016 - 03/02/2018
ETC BROKERAGE SERVICES, LLC (DALLAS TX)
MO
07/10/2012 - 12/01/2014
SCOTTRADE, INC. (ST. LOUIS MO)
MO
09/09/2004 - 06/29/2012
TD AMERITRADE, INC. (ST. LOUIS MO)
TX
12/07/1999 - 08/25/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 12/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2012
Series 24 - General Securities Principal Examination
BC
Issued 12/20/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/22/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1999
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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