Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Jeffery Shaw is a financial advisor with Equitable Advisors, LLC and has over 15 years of experience in the industry. Matthew holds a Series 7, Series 55, and Series 63 license. His specializations include retirement planning, insurance, and investment strategies. Matthew is dedicated to helping individuals and families achieve their financial goals and build a secure financial future.
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.
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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2
NY
08/16/2013 - Present
Equitable Advisors, LLC (NEW YORK NY)
NY
09/14/2011 - 02/17/2012
G-2 TRADING,LLC (NEW YORK NY)
NY
05/11/2006 - 01/08/2008
OPUS TRADING FUND LLC (JERICHO NY)
NY
08/24/2001 - 03/16/2004
SCHONFELD SECURITIES, LLC (JERICHO NY)
NY
07/14/1999 - 10/18/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 08/31/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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