Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Duvelius is a registered representative with J.P. Morgan Securities LLC, where Matthew has been working since October 2022. Matthew has a Series 79TO and a Series 63 license. Matthew is also registered in 53 states. Matthew specializes in the following areas: portfolio management for individuals, portfolio management for businesses, financial planning, pension consulting, and selection of other advisers.
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
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2
OH
10/08/2022 - Present
J.p. Morgan Securities LLC (Columbus OH)
BC
Issued 11/17/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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