Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Van de motter is an investment advisor representative with Morgan Stanley. Matthew has been working in the securities industry since 1991 and has been registered with Morgan Stanley since 2009. Matthew has passed the Series 7, Series 31, Series 63 and the SIE exams. Matthew is registered in 39 states and holds a license to provide investment advice in Ohio and Texas. Matthew is also involved with the Bicknell Foundation and RBMV LLC.
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
OH
04/02/2020 - Present
Morgan Stanley (Pepper Pike OH)
OH
05/06/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PEPPER PIKE OH)
NY
11/04/1992 - 05/10/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/29/1991 - 09/11/1992
OPPENHEIMER & CO., INC. (NEW YORK NY)
BC
Issued 08/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 07/24/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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