Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Joseph Hassett is a financial advisor with Janney Montgomery Scott LLC. Matthew has been in the financial services industry since 2003 and has experience working at several prominent firms. Matthew is registered to offer securities and investment advisory services in 23 states, and holds Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Matthew offers financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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
RI
11/30/2016 - Present
Janney Montgomery Scott LLC (Warwick RI)
NY
03/10/2005 - 08/14/2007
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
MA
10/20/2004 - 03/14/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
05/12/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 03/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/09/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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