Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Walsh is a financial advisor with Osaic Wealth, Inc., located in Jericho, NY. Matthew has been working in the financial industry since August 4, 1993, and has been registered with the state of New York since May 29, 2021. Matthew is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative and has passed the Series 63, Series 7 and SIE examinations. Matthew has been a financial advisor with several firms, including Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Citigroup Global Markets Inc., PaineWebber Incorporated, and Lehman Brothers Inc. Matthew has also been a passive minority owner of PREMIER POSITION, LLC, since March 18, 2018, and a salesperson for Medicare Sales since October 15, 2024.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
05/29/2021 - Present
Osaic Wealth, Inc. (JERICHO NY)
NY
06/01/2009 - 05/06/2021
MORGAN STANLEY (JERICHO NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GARDEN CITY NY)
NY
12/09/2005 - 04/02/2007
MORGAN STANLEY DW INC. (GARDEN CITY NY)
NY
11/16/1999 - 12/14/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
02/03/1994 - 11/24/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/08/1993 - 01/05/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 07/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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