Unclaimed
Matthew John MacKay is a financial advisor with over 12 years of experience in the financial industry. Matthew is currently registered with BlackRock Investment Management, LLC in Princeton, NJ. Prior to joining BlackRock, Matthew was employed with Deutsche AM Distributors, Inc. in Chicago, IL and Ameriprise Financial Services, Inc. in Chicago, IL. Matthew holds the Series 66, 65, and 7 licenses as well as the SIE exam. Matthew is also a Board Member of the Montessori Academy of Colorado. Matthew specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
12/22/2017 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
IL
10/19/2007 - 10/02/2017
DEUTSCHE AM DISTRIBUTORS, INC. (CHICAGO IL)
IL
09/09/2005 - 07/24/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CHICAGO IL)
IA
Issued 12/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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