Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Harford Lerch is a financial advisor registered with Janney Montgomery Scott LLC. Matthew has over 30 years of experience in the financial services industry. Matthew provides financial planning, investment management, and portfolio management services to individuals, businesses, and institutions. Matthew is also registered as an investment advisor in multiple states.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
06/25/2005 - Present
Janney Montgomery Scott LLC (CLARION PA)
PA
05/25/2001 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
NY
09/03/1999 - 05/31/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MD
05/31/1994 - 09/30/1999
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
PA
01/22/1991 - 05/27/1994
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
BOTH
Issued 05/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/15/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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