Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lohrius is a financial advisor with over 10 years of experience in the financial services industry. Matthew is a Certified Financial Planner™ professional and holds the Series 7, Series 63, and Series 65 licenses. Matthew is currently registered with Ritholtz Wealth Management and has previously worked at J.P. Morgan Securities LLC and American Portfolios Financial Services, Inc. Matthew specializes in providing financial planning and investment management services to individuals, families, and businesses. He is committed to helping clients achieve their financial goals. Matthew is passionate about providing good advice and helping people achieve financial independence.
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.
Good advice; liftoff - automated advisory services
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.
A percentage of the total value of assets under management is charged.
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NY
03/01/2021 - Present
Ritholtz Wealth Management (NEW YORK NY)
NY
01/03/2017 - 12/31/2017
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
NY
06/26/2015 - 01/04/2017
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
PA
11/25/2013 - 02/02/2015
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 01/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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