Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Godelman is an investment advisor representative at New York Life Investment Management LLC. Matthew is registered with the state of New Jersey. Matthew has been in the industry since 2021. Matthew's past employment includes Fidelity Brokerage Services LLC and Equitable Advisors, LLC. Matthew holds Series 7, Series 66 and SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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NY
11/14/2022 - Present
NEW York Life Investment Management LLC (NEW YORK NY)
NJ
01/21/2022 - 10/27/2022
FIDELITY BROKERAGE SERVICES LLC (SHREWSBURY NJ)
NJ
08/10/2021 - 09/29/2021
EQUITABLE ADVISORS, LLC (SECAUCUS NJ)
BOTH
Issued 10/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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