Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Casalaina is a financial professional with experience in the securities industry. Matthew has been registered with the state of Texas as an Investment Advisor Representative since January 2021. Matthew holds the Series 7, Series 55 and Series 63 licenses and has been working in the securities industry since August 2013. Matthew has a strong background in securities and investment management. Matthew is currently employed at J.p. Morgan Investment Management Inc., with a branch office in New York, NY.
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.
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.
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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NY
01/20/2021 - Present
J.p. Morgan Investment Management Inc. (New York NY)
NY
08/20/2013 - 11/10/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 11/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2015
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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