Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew John Davis is a financial advisor at Janney Montgomery Scott LLC, a firm with over 100 years of experience in the industry. Matthew has been a registered representative since 1996, serving clients in Pennsylvania, New Jersey, and New York. Matthew specializes in providing financial planning and investment management services to individuals, families, and businesses. Prior to joining Janney Montgomery Scott LLC, Matthew has held positions at TD Securities (USA) LLC, Commerce Capital Markets, Inc., Sovereign Securities Corporation, LLC, RBC Dain Rauscher Inc., Tucker Anthony Incorporated, and Boenning & Scattergood, Inc.
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
PA
11/02/2009 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
PA
01/02/2009 - 10/26/2009
TD SECURITIES (USA) LLC (PHILADELPHIA PA)
PA
03/14/2005 - 01/14/2009
COMMERCE CAPITAL MARKETS, INC. (PHILADELPHIA PA)
PA
06/09/2003 - 03/04/2005
SOVEREIGN SECURITIES CORPORATION, LLC (PHILADELPHIA PA)
NY
03/09/2002 - 06/20/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
03/11/1999 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
PA
03/16/1998 - 03/16/1999
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
PA
09/20/1996 - 03/23/1998
REGIONAL BROKERS, INC. (JAMISON PA)
BC
Issued 10/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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