Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Tomasino is a financial advisor with over nine years of experience in the industry. Matthew has a wide range of experience in the financial services industry. He has worked with various firms, including Highland Capital Funds Distributor, Inc., First Eagle Investment Management, LLC, and Lord Abbett. Matthew is currently a registered representative with J.P. Morgan Securities LLC, offering a variety of financial services, including portfolio management, financial planning, and pension consulting. He is also a registered investment advisor in California and Texas, allowing Matthew to provide investment advice in those states. Matthew holds the Series 63, 65, 7, and 24 securities licenses and has a SIE certification.
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
CA
01/30/2024 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
NY
01/14/2020 - 01/09/2024
FEF DISTRIBUTORS, LLC (NEW YORK NY)
NJ
07/18/2018 - 01/02/2020
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
TX
09/09/2014 - 07/16/2018
HIGHLAND CAPITAL FUNDS DISTRIBUTOR, INC. (DALLAS TX)
TX
06/26/2014 - 08/27/2014
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
IA
Issued 01/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2014
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
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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