Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Connolly is a financial advisor with Janney Montgomery Scott LLC. Matthew has been working in the financial industry since 1996. Matthew is a registered representative with FINRA and has a Series 7, Series 14 and SIE licenses. Matthew has prior experience with J.P. Morgan Securities LLC and J.P. Morgan Securities Inc., and Credit Suisse First Boston LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NY
05/30/2022 - Present
Janney Montgomery Scott LLC (NEW YORK NY)
NY
10/01/2008 - 06/06/2019
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
11/09/2005 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
06/25/1993 - 09/07/2005
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
BC
Issued 03/25/2013
Series 14 - Compliance Officer Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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