Unclaimed
Matthew McAndrew is a financial advisor registered with J.p. Morgan Securities LLC, specializing in investments. Matthew has been in the industry since 2008 and has a diverse background, including previous experience with FS Investment Solutions, LLC and RBS Securities Inc.. Matthew holds a variety of licenses and certifications, including Series 7, Series 63, Series 65, and SIE. Matthew is registered to provide investment advice in 53 states, and has been approved as an investment advisor representative in Pennsylvania and Texas.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
PA
03/29/2024 - Present
J.p. Morgan Securities LLC (Philadelphia PA)
PA
04/17/2014 - 03/09/2018
FS INVESTMENT SOLUTIONS, LLC (PHILADELPHIA PA)
PA
03/14/2012 - 01/22/2013
FS2 CAPITAL PARTNERS, LLC (PHILADELPHIA PA)
CT
05/07/2007 - 02/08/2012
RBS SECURITIES INC. (STAMFORD CT)
NY
09/28/2006 - 04/24/2007
KAUFMAN BROS., L.P. (NEW YORK NY)
IA
Issued 03/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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