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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 O'Brien is a financial advisor with Voya Financial Advisors, Inc. Matthew has been working in the financial services industry since 2006. He is a Certified Financial Planner and holds Series 6, 7, and 63 licenses. Matthew has been with Voya Financial Advisors, Inc. since 2016. Prior to that, he worked with Commonwealth Financial Network and GWFS Equities, Inc. Matthew has a wide range of experience in providing financial advice to individuals, corporations, and charitable organizations. He is passionate about helping his clients 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.
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.
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.
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2
MA
01/17/2019 - Present
Voya Financial Advisors, Inc. (BRAINTREE MA)
MA
06/06/2011 - 01/29/2016
COMMONWEALTH FINANCIAL NETWORK (Westborough MA)
MA
03/26/2008 - 05/02/2011
GWFS EQUITIES, INC. (BOSTON MA)
MA
10/30/2006 - 03/19/2008
ING FINANCIAL ADVISERS, LLC (BOSTON MA)
IA
Issued 05/21/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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