Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Richter is a financial advisor with over 20 years of experience in the industry. He has been a registered representative with J.P. Morgan Securities LLC since 2012. Previously, Matthew worked with a number of firms including Chase Investment Services Corp., LPL Financial Corporation, Ameriprise Financial Services, Inc., IDS Life Insurance Company, Freedom Financial, Inc., and Prudential Securities Incorporated. Matthew holds Series 7, 63, 65, and 24 securities licenses. Matthew is a Certified Financial Planner and Chartered Financial Consultant.
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
TX
04/23/2013 - Present
J.p. Morgan Securities LLC (SUGAR LAND TX)
TX
08/02/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
11/26/2008 - 07/19/2010
LPL FINANCIAL CORPORATION (SAN ANTONIO TX)
TX
07/28/2003 - 12/03/2008
AMERIPRISE FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
MN
07/28/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NE
03/22/2001 - 12/31/2002
FREEDOM FINANCIAL, INC. (OMAHA NE)
NY
06/20/2000 - 03/14/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2000
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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