Unclaimed
Matthew Golden is a financial advisor currently registered with J.p. Morgan Securities LLC. Matthew has been in the industry for over 14 years and has held registrations with several firms including PARK AVENUE SECURITIES LLC, FIRST CITIZENS INVESTOR SERVICES, INC., LINCOLN FINANCIAL SECURITIES CORPORATION, WELLS FARGO ADVISORS, LLC, and LPL FINANCIAL LLC. Matthew has a strong track record of providing financial advice to a wide range of clients, including individuals, families, and businesses. Matthew is also a registered representative in South Carolina and Texas. Matthew holds Series 66, Series 7 and SIE securities licenses.
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
SC
08/29/2024 - Present
J.p. Morgan Securities LLC (Greenville SC)
SC
10/17/2023 - 09/03/2024
PARK AVENUE SECURITIES LLC (GREENVILLE SC)
SC
02/22/2017 - 10/10/2023
FIRST CITIZENS INVESTOR SERVICES, INC. (Greenville SC)
SC
07/11/2012 - 02/15/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (AIKEN SC)
SC
07/14/2011 - 06/19/2012
WELLS FARGO ADVISORS, LLC (COLUMBIA SC)
SC
09/13/2010 - 06/02/2011
LPL FINANCIAL LLC (AIKEN SC)
SC
02/10/2009 - 12/10/2009
AXA ADVISORS, LLC (COLUMBIA SC)
BOTH
Issued 02/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, 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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