Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Gerhardt Kochel is a financial advisor with Oppenheimer & Co. Inc. and has been in the industry since January 14, 1998. Matthew works with individual clients, businesses, insurance companies, trusts, high-net-worth individuals, pension and profit sharing plans, charitable organizations, and other institutions. Matthew is registered in several states, including Arizona, California, Colorado, Connecticut, Florida, Hawaii, Idaho, Indiana, Maine, Massachusetts, Nevada, New Hampshire, New York, Oregon, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin. Matthew provides financial planning, pension consulting, portfolio management for individuals and businesses, portfolio management for pooled investment vehicles, 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.
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
WA
11/05/2007 - Present
Oppenheimer & Co. Inc. (BELLEVUE WA)
NY
08/01/2003 - 08/04/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/15/1998 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
IA
Issued 11/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 01/14/1998
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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