Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Watson is a financial advisor with Oppenheimer & Co. Inc. based in Red Bank, NJ. Matthew has been in the financial industry since 1996 and has experience working with clients including individuals, corporations, and retirement plans. Matthew is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).
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.
1
2
NJ
10/19/2017 - Present
Oppenheimer & Co. Inc. (RED BANK NJ)
NJ
02/13/2009 - 09/18/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (WINDSOR NJ)
PA
08/23/2001 - 02/19/2009
WACHOVIA SECURITIES, LLC (HARRISBURG PA)
MO
11/29/1996 - 08/22/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NC
09/23/1996 - 12/06/1996
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 10/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/24/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1996
Series 7 - General Securities Representative 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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