Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Townsend is an investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since July 11, 2009. Matthew Townsend holds both a Series 7 and Series 66 license and has previously been associated with PNC INVESTMENTS, NATCITY INVESTMENTS, INC. and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Matthew Townsend is registered in 53 states including Georgia and Texas. The branch office for Matthew Townsend is located in Atlanta, GA.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
GA
10/19/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
GA
06/01/2011 - 11/29/2013
PNC INVESTMENTS (ATLANTA GA)
MO
11/13/2009 - 11/03/2010
PNC INVESTMENTS (ST. LOUIS MO)
MO
12/01/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (ST. LOUIS MO)
IL
07/15/2008 - 08/06/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GLEN CARBON IL)
BOTH
Issued 08/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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