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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Miller is a financial advisor with Morgan Stanley. Matthew has been in the industry since 2001 and holds the Series 7, Series 31, and Series 66 securities licenses. Matthew has worked with Citigroup Global Markets Inc. and Morgan Stanley Smith Barney in the past and has been with Morgan Stanley since 2009. Matthew is registered in 34 states. Matthew provides asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses, individuals, and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
02/11/2014 - Present
Morgan Stanley (Morristown NJ)
NJ
11/03/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MORRISTOWN NJ)
NJ
03/01/2001 - 11/06/2006
MORGAN STANLEY DW INC. (FAIRFIELD NJ)
BOTH
Issued 04/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 02/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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