Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Robey is a financial advisor with Equitable Advisors, LLC. Matthew Robey has been in the financial services industry since 1986. Matthew Robey holds FINRA Series 6, 7, and 63 licenses. Matthew Robey is also a Registered Investment Advisor and holds a Series 65 license. Matthew Robey is a Chartered Financial Consultant and specializes in providing financial planning, portfolio management, and pension consulting services.
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.
A percentage of the total value of assets under management is charged.
1
2
CT
11/20/2018 - Present
Equitable Advisors, LLC (WESTPORT CT)
NY
11/14/1990 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
DE
12/04/1989 - 09/19/1990
PML SECURITIES COMPANY (NEWARK DE)
MA
03/01/1988 - 05/04/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
11/26/1985 - 03/22/1988
MONY SECURITIES CORP.
IA
Issued 10/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/25/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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