Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kenneth Boss is a financial advisor with Equitable Advisors, LLC, registered in New York and Colorado. Matthew has experience in the financial services industry since 2021, and has passed Series 63, 66, 7, and SIE exams. Matthew has worked with individuals, corporations, and charitable organizations. Equitable Advisors, LLC is a leading financial services firm that provides a wide range of financial products and services to individuals, families, and businesses. The firm's focus is on helping clients achieve their financial goals through a comprehensive approach that includes financial planning, investment management, insurance, and retirement planning.
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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2
NY
04/11/2022 - Present
Equitable Advisors, LLC (WILLIAMSVILLE NY)
BOTH
Issued 04/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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