Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Eckenrode is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. based in Traverse City, MI. Matthew has been in the industry since 2005 and is registered with the state of Michigan and Texas. Matthew's experience includes previous positions at TD Ameritrade, Inc., Ameriprise Financial Services, Inc., Benjamin & Jerold Brokerage, Inc., and Morgan Stanley DW Inc. Matthew holds several professional licenses including Series 66, Series 7, Series 9, Series 10, and Series 31. Matthew is a member of the Psi Upsilon Foundation and is actively involved in the charitable organization's investment committee.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MI
01/03/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TRAVERSE CITY MI)
IL
02/06/2008 - 04/14/2010
TD AMERITRADE, INC. (CHICAGO IL)
IL
08/29/2006 - 02/11/2008
AMERIPRISE FINANCIAL SERVICES, INC. (CHICAGO IL)
NY
08/01/2006 - 09/20/2006
BENJAMIN & JEROLD BROKERAGE, INC. (NEW YORK NY)
NY
09/28/2004 - 06/05/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/21/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 09/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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