Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Ludmer is a financial advisor with Spire Wealth Management, LLC, a firm that provides financial planning and investment management services to individuals, families, and corporations. Matthew has been in the financial services industry since 1983, and has a strong track record of success. Matthew holds the Series 7, 31, and 65 licenses. Matthew is committed to providing his clients with personalized financial advice and strategies designed to help them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Insurance, retirement & estate planning, divorce planning
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
04/29/2021 - Present
Spire Wealth Management, LLC (New York NY)
NY
06/01/2009 - 10/29/2013
MORGAN STANLEY (NEW YORK NY)
NY
04/01/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
06/26/1997 - 04/26/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
09/27/1984 - 07/01/1997
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NA
08/24/1983 - 09/21/1984
DONALD & CO. SECURITIES INC.
IA
Issued 08/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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