Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Sheridan is a registered investment advisor representative with Osaic Institutions, Inc. Matthew has been in the industry since January 10, 2005, and has been registered with the state of Massachusetts since March 4, 2009. Matthew has a broad range of experience in providing financial and investment advice to individuals, corporations, and charitable organizations. Matthew has offices in Greenfield, Northampton, and South Deerfield, Massachusetts. In addition to his current position with Osaic Institutions, Inc., Matthew has previously held positions at Raymond James Financial Services, Inc., Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc. Matthew is a dedicated professional with a proven track record of success.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
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2
MA
03/04/2009 - Present
Osaic Institutions, Inc. (GREENFIELD MA)
MA
03/31/2008 - 02/23/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (NORTHHAMPTON MA)
MA
01/01/2008 - 04/02/2008
WACHOVIA SECURITIES, LLC (NORTHAMPTON MA)
MA
01/11/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GREENFIELD MA)
BOTH
Issued 02/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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