Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Jason Marcoux is a financial advisor with J. W. Cole Advisors, Inc. Matthew has been in the industry since February 2003 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Matthew is registered to provide investment advice in 14 states and holds the Series 7, Series 24, and Series 66 licenses. He also holds the Certified Financial Planner designation. Matthew is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Matthew previously worked at G. A. Reppe & Company.
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.
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.
Hourly & fixed rate consulting
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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FL
02/13/2017 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
02/13/2003 - 02/06/2017
G. A. REPPLE & COMPANY (WINTER SPRINGS FL)
BOTH
Issued 01/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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