Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Paul is a financial advisor with Janney Montgomery Scott LLC based in Philadelphia, PA. Matthew has over a decade of experience in the financial services industry. Matthew’s expertise includes providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Prior to joining Janney Montgomery Scott LLC, Matthew worked for several other firms, including Piper Jaffray & Co., Stifel, Nicolaus & Company, Incorporated, Sidoti & Company, LLC, and Coastal Trade Securities, LLC.
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.
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.
Fee plus commission
1
2
PA
07/23/2018 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
PA
10/17/2016 - 06/04/2018
PIPER JAFFRAY & CO. (PHILADELPHIA PA)
PA
06/30/2015 - 10/26/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PHILADELPHIA PA)
NY
11/30/2012 - 05/28/2014
SIDOTI & COMPANY, LLC (NEW YORK NY)
NJ
04/25/2011 - 06/16/2011
COASTAL TRADE SECURITIES, LLC (SHORT HILLS NJ)
BC
Issued 02/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2013
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/11/2013
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 11/29/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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