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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 Michael Thibault is an investment advisor representative registered with Morgan Stanley. He has been working in the industry since July 17, 2000. Matthew has been with Morgan Stanley since June 2009. He has worked in the past for Citigroup Global Markets Inc., Banc of America Investment Services, Inc., Quick & Reilly, Inc., and SureTrade Inc. Matthew Michael Thibault's licenses include Series 3, 4, 7, 9, 10, 24, 53, and 66. His certifications include SIE. Matthew Michael Thibault's specialties include asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for 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
MA
04/02/2020 - Present
Morgan Stanley (Middleton MA)
MA
04/06/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
RI
10/20/2004 - 03/25/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)
NY
03/05/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
RI
07/07/2000 - 03/05/2001
SURETRADE INC. (LINCOLN RI)
BOTH
Issued 04/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/22/2006
Series 4 - Registered Options Principal Examination
BC
Issued 08/05/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/24/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/20/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2006
Series 3 - National Commodity Futures Examination
BC
Issued 07/06/2000
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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