Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lewton Larson is a financial advisor with over 39 years of experience in the financial services industry. Matthew is currently registered with Arete Wealth Advisors, LLC and is also registered as an Investment Advisor Representative (IAR) with Arete Wealth Advisors, LLC. Matthew is a Series 7, Series 63, and SIE licensed professional. Matthew has previously held positions at National Securities Corporation, Wells Fargo Clearing Services, LLC, Morgan Stanley, Morgan Stanley & Co. Incorporated, Oppenheimer & Co. Inc., CIBC World Markets Corp., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew specializes in working with high-net-worth individuals and families and provides a wide range of financial services, including financial planning, portfolio management, and investment advisory services.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
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2
NY
07/19/2022 - Present
Arete Wealth Advisors, LLC (New York NY)
NY
10/03/2018 - 07/20/2022
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
07/07/2017 - 10/16/2018
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
06/01/2009 - 07/10/2017
MORGAN STANLEY (NEW YORK NY)
NY
04/27/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
01/03/2003 - 05/03/2007
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
06/12/1998 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
10/08/1991 - 06/06/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/13/1987 - 10/09/1991
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
01/19/1983 - 01/27/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 01/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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