Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Loonsten Smith is a financial advisor with over 10 years of experience in the industry. Matthew is currently registered with J.p. Morgan Institutional Investments Inc. and holds Series 7, Series 63, and SIE licenses. Matthew's previous employers include J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co. LLC, Merlin Securities, LLC, and Morgan Stanley & Co. Incorporated. Matthew is registered with the states of Florida, Iowa, New York, North Carolina, and Texas.
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.
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.
1
2
NY
10/30/2018 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
05/16/2016 - 10/16/2018
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
04/23/2012 - 03/30/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/09/2010 - 04/16/2012
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
01/05/2009 - 02/22/2010
MERLIN SECURITIES, LLC (NEW YORK NY)
NY
10/04/2007 - 01/16/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 01/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Smith is the right advisor for you? Invested Better is here to help.
