Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew J. Hanson is an investment advisor representative associated with Morgan Stanley. Matthew is licensed to provide investment advice in 53 states and Washington D.C. Matthew has been in the industry for over 3 years, and previously worked for both Thrivent Investment Management Inc. and J.P. Morgan Securities LLC. Matthew is registered with FINRA as a general securities representative and is a registered investment advisor in Texas and Minnesota. Matthew holds the Series 66, Series 7, Series 9 and Series 10 licenses. In addition to being a financial advisor, Matthew works part-time as a health and fitness trainer. Matthew specializes in working with individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, corporations or businesses and insurance companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MN
02/09/2024 - Present
Morgan Stanley (St. Paul MN)
MN
11/15/2021 - 10/07/2023
J.P. MORGAN SECURITIES LLC (Woodbury MN)
MN
10/07/2020 - 09/28/2021
THRIVENT INVESTMENT MANAGEMENT INC. (GOLDEN VALLEY MN)
BOTH
Issued 10/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/29/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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