Unclaimed
Matthew Kolber is a financial professional with over 30 years of experience in the industry. He is currently registered as a Registered Representative (RA) with J.P. Morgan Securities LLC. In addition to his extensive experience, Matthew has earned the Certified Financial Planner designation. Matthew is committed to providing personalized financial advice and guidance to help individuals and families achieve their financial goals. He specializes in providing comprehensive financial planning services, including retirement planning, investment management, and insurance. His expertise spans various areas such as portfolio management for businesses and individuals, pension consulting, and selection of other advisors. Matthew is dedicated to developing long-term relationships with clients and providing them with the highest level of service.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
AZ
08/23/2024 - Present
J.p. Morgan Securities LLC (Tempe AZ)
AZ
12/07/1992 - 09/01/2022
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 10/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/27/2000
Series 4 - Registered Options Principal Examination
BC
Issued 09/10/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/19/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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