Unclaimed
Matthew Aizenman is a financial advisor with over 13 years of experience in the industry. Matthew is currently registered with Fidelity Brokerage Services LLC. Previously, Matthew was registered with GWFS Equities, Inc., J.P. Morgan Institutional Investments Inc., and AllianceBernstein Investments, Inc.. Matthew holds Series 6, 7, 63, and SIE licenses. Matthew is registered in 12 states including California, Colorado, Florida, Illinois, Kentucky, Louisiana, Minnesota, New Jersey, New York, Texas, Virginia and Wisconsin.
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.
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.
1
2
CA
05/17/2019 - Present
Fidelity Brokerage Services LLC (SAN FRANCISCO CA)
NY
09/02/2014 - 04/09/2019
GWFS EQUITIES, INC. (NEW YORK NY)
NY
03/14/2013 - 09/02/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
TN
02/11/2011 - 03/06/2013
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)
BC
Issued 07/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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