Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kristire is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Matthew has been in the industry for over 10 years, working with clients in various states. Matthew holds Series 7, 63, and 66 licenses and is active in both Broker-Dealer and Investment Advisor roles. Matthew’s clientele includes high-net-worth individuals, corporations, and charitable organizations. Matthew provides portfolio management for individuals and businesses, as well as other advisory services like allocation modeling, investment policy statements, and research.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
12/01/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
BOTH
Issued 09/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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