Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kasper is an investment advisor representative with M Holdings Securities, Inc. based in Phoenix, AZ. Matthew has been in the securities industry since 2000, with previous roles at CITIGROUP GLOBAL MARKETS INC. and MetLife Securities Inc. Matthew is licensed to provide investment advice in Arizona and New Jersey.
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.
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AZ
05/22/2024 - Present
M Holdings Securities, Inc. (PHOENIX AZ)
NY
03/28/2022 - 05/10/2024
CITI PRIVATE ALTERNATIVES, LLC (New York NY)
NY
03/28/2022 - 05/10/2024
CITIGROUP GLOBAL MARKETS INC. (New York NY)
NJ
06/30/2004 - 03/06/2013
METLIFE SECURITIES INC. (BRIDGEWATER NJ)
NJ
06/30/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ISELIN NJ)
IL
05/29/2002 - 02/27/2004
AON SECURITIES CORPORATION (CHICAGO IL)
NY
09/29/2000 - 04/19/2002
AMERICAN BENEFITS & COMPENSATION SECURITIES CORP (NEW YORK NY)
BOTH
Issued 05/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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