Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Miller is a financial advisor with Gregory J. Schwartz & CO., Inc. and has been in the financial industry since 2014. Matthew holds the Series 7, Series 63, Series 79 and SIE licenses and is registered with the state of Michigan. Prior to joining Gregory J. Schwartz & CO., Inc. Matthew worked for Cowen and Company, Cowen Securities, LP, RBC Capital Markets, LLC and RBS Securities Inc. Matthew specializes in investment advisory services for individuals, businesses, and pooled investment vehicles.
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.
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.
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MI
07/09/2019 - Present
Gregory J. Schwartz & CO., Inc. (BLOOMFIELD HILLS MI)
MI
02/13/2019 - 05/28/2019
COWEN AND COMPANY (Birmingham MI)
MI
07/13/2017 - 05/21/2019
COWEN SECURITIES, LP (BIRMINGHAM MI)
NY
03/23/2015 - 12/16/2016
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
CT
09/05/2013 - 01/09/2015
RBS SECURITIES INC. (STAMFORD CT)
BC
Issued 09/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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