Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Jonathan Schuster is a financial advisor with over 35 years of experience in the industry. Matthew is currently registered with Morgan Stanley, a leading global financial services firm. Before joining Morgan Stanley, Matthew held positions at UBS Financial Services Inc., Wachovia Securities, LLC, and Prudential Securities Incorporated. Matthew has a broad range of experience in the financial services industry, including investment advisory services, portfolio management, and financial planning. Matthew holds licenses in 25 states and is dedicated to providing clients with personalized financial guidance and investment solutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/18/2020 - Present
Morgan Stanley (New York NY)
NY
10/28/2005 - 07/12/2013
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
MO
07/01/2003 - 11/02/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
11/18/1986 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/09/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Matthew Schuster is the right advisor for you? Invested Better is here to help.
