Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McGinnis is a financial advisor with over 13 years of experience in the financial services industry. He is currently registered with Neuberger Berman BD LLC, where he provides portfolio management services to various clients, including separate accounts and pooled investment vehicles. Matthew is a Series 3, 7, and 66 licensed professional. His specializations include providing portfolio management services to individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
NY
03/25/2021 - Present
Neuberger Berman BD LLC (NEW YORK NY)
BOTH
Issued 09/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2008
Series 3 - National Commodity Futures Examination
BC
Issued 08/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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