Unclaimed
Matthew Ohalloran Jones is a registered representative with Founders Financial Securities LLC. Matthew has been in the financial services industry since 2023 and has experience in financial planning, pension consulting, and portfolio management for individuals and businesses. Matthew is licensed to sell securities in the state of Maryland. Matthew is registered with FINRA and holds the Series 7TO and SIE licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MD
05/02/2023 - Present
Founders Financial Securities LLC (TOWSON MD)
BC
Issued 05/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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