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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Terhune is a financial advisor with Morgan Stanley. Matthew has been in the industry since 2012 and has a wide range of experience. Matthew holds Series 7, Series 63, and Series 65 licenses and is registered to provide investment advice in 53 states, including California, New Jersey, New York, and Texas. Previously, Matthew was employed by MORGAN STANLEY DISTRIBUTION, INC. and STANDARD CHARTERED SECURITIES (NORTH AMERICA) INC. Matthew specializes in providing investment advice to individuals, businesses, investment clubs, investment companies, charitable organizations, insurance companies, banking or thrift institutions, pension and profit-sharing plans, and state or municipal government entities.
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
CA
06/26/2023 - Present
Morgan Stanley (Los Angeles CA)
NY
07/21/2014 - 06/22/2023
MORGAN STANLEY DISTRIBUTION, INC. (New York NY)
NY
10/26/2012 - 07/22/2014
STANDARD CHARTERED SECURITIES (NORTH AMERICA) INC. (NEW YORK NY)
IA
Issued 05/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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