Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Abold is a financial advisor registered with Cadaret, Grant & Co., Inc.. Matthew has been in the industry since October 2008 and is licensed to provide investment advice in multiple states. Matthew is also registered as a principal with the firm, which means that Matthew has additional responsibilities and qualifications. Matthew's previous employment includes Northwestern Mutual Investment Services, LLC. Matthew has extensive experience providing financial planning, portfolio management, and other investment-related services to individuals, businesses, and institutions.
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/19/2019 - Present
Cadaret, Grant & CO., Inc. (SYRACUSE NY)
NY
12/02/2014 - 06/18/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (E SYRACUSE NY)
NY
09/26/2008 - 11/11/2014
FIRST INVESTORS CORPORATION (ENDICOTT NY)
IA
Issued 05/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2021
Series 24 - General Securities Principal Examination
BC
Issued 07/11/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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